Settings

Use these settings to manage an employee's pension enrolment, including opt-outs, stopped contributions, refunds, and multiple pension memberships.

If you are moving to Staffology Payroll, employees who are already members of the pension scheme need to be imported to make sure they are not added as a new member.

1. Go to Employees.

2. Select the required employee.

3. Select Pension.

4. Select Settings.

The employee is not in a pension scheme

If the employee is not already assigned to a pension scheme, they can be assigned manually.

Employees that meet the qualifying criteria are automatically enrolled into a workplace pension scheme.

Join AE Pension: the employee can request to join an automatic enrolment pension scheme.

1. Choose the State:

   If an employee is being moved from another payroll provider:

   • Automatic — assess the employee as normal.

   • Opt Out — the employee has chosen to opt-out of Auto Enrolment within 1 calendar month of being enrolled.

     For a NEST-connected scheme with retrieval switched on, this can be set automatically from a matching NEST notice on the Pension Notifications (Beta) tab.

   • Opt In — the employee has chosen to opt in to an Auto Enrolment pension.

   • Voluntary Joiner — an employee who is normally excluded has decided to join an Auto Enrolment pension.

   • Contractual Pension — the employee is enrolled in an AE-compatible pension under condition of contract.

   • Ceased Membership — the employee has chosen to leave the Auto Enrolment pension scheme after 1 calendar month of being enrolled.

     For a NEST-connected scheme with retrieval switched on, this can be set automatically from a matching NEST notice on the Pension Notifications (Beta) tab.

   • Leaver — the employee is leaving or has left employment.

   • Excluded — the employee is excluded from Auto Enrolment assessment.

   • Enrol — force enrolment in an AE pension. State is set automatically to Automatic.

2. Enter the Date and the Assessment Status.

3. Select Do not report joiner action to the pension provider if required.

   If this employee has already been reported as a joiner, for example when importing employees from another payroll provider, select Do not report joiner action to the pension provider.

4. Select a Scheme other than your default if required, then select the pension scheme.

5. To save, select Update.

• Join Non-AE Pension — if the employee is unable to join an AE pension scheme, or opts out of one, they can join a non-AE pension scheme instead.

The employee is in a pension scheme

If the employee already assigned to a pension scheme, the enrolment settings can be changed, if required: 

• Opt Out — record that the employee has opted out of this pension.

• Edit Pension — change the employee's pension details.

• Remove Pension — remove the employee from this pension scheme.

• Add Refund — Pension refunds for the employee.

Add the employee into multiple pensions

If the employee is part of more than one pension scheme, they need to be added to each one.

1. Select Join another Pension.

2. Select the Pension Scheme.

3. Enter an End Date when the pension contributions stop.

4. Enter the required information.

5. To save, select Update.