Pension Opt Out

  1. Go to the employees record and open in edit mode
  2. Go to the super info tab
  3. Put in the opt out date in “AE Opt Out Date”
  4. Save

Contribution Refund - Enter One Off Details

If an employee opts out within a month of being added to a pension scheme, they - and you - are entitled to a refund of any contributions paid in. To process this refund:

  1. When at approval stage of the pay run, manually add pay details for employee and employer pensions as below
  2. Use the same Employee Pension pay component subtype as the pension that was deducted - match the expense and liability fields
  3. Enter in the exact amounts to be refunded as a negative figure
    e.g if £90 was deducted, when paying back to the employee you will use -90
  4. Save the payslip detail
  5. Create a second payslip detail for the employer pensions
  6. Use the same Employer Pension pay component subtype as the pension that was contributed - match the expense and liability fields
  7. Enter in the exact amounts to be refunded as a negative figure
    e.g if £54 was contributed you will use -54
  8. Save the payslip detail
  9. Recalculate the payslip

Increased Contributions

If you have received notification of an increase in employee pension contributions you will need to follow these steps prior to initiating the pay run that the increase is from:

  1. Go to the Employee Record > Payroll Tab > Pay Component Subtab
  2. Click Edit on the Employee Pension pay component
  3. Amend the Percentage field to be the increased contribution percentage
  4. Save the record
  5. If you also need to do this for the employer pension - follow the instructions above for the Employer Pension pay component

 

Pensions & Maternity

When an employee goes on maternity/adoption/paid parental leave, pension contributions continue.

An employee’s pension contributions are based on their actual earnings during the paid parental leave, but the employer contributions continue based on the employee’s pensionable earnings before the period of parental leave.

As the employer's pension contribution amounts will remain the same for the period of paid parental leave and will not be a percentage you will need to amend the pay components on the employee’s record. First you will need to work out what the Employer Contributions need to be. Once you have done that:


  1. Navigate to the Employee Record > Payroll Tab > Pay Component Subtab
  2. Open the Employer Pension Pay Component in edit
  3. Untick “Is Percentage”
  4. Enter in the period contribution amount in the Amount field
  5. Save


Please repeat these steps if you need to do the same with the Employee Contribution

Set a reminder to change this back when the employee returns from parental leave.