Create a pension scheme

Moving to Staffology Payroll and need to import employees who are already a member of a pension scheme? Need to stop them being flagged as a new member? Find out more

You can create pension schemes for your employees.

  1. Go to Pensions.

    If you have not added any schemes, this page is blank.

    the Add a New Pension Scheme screen with Create a Pension Scheme button

  2. Select Create a Pension Scheme.

  3. Select the appropriate provider or manually enter the details.

    To select the scheme of a particular provider:

    1. If your pension provider is listed, select the relevant icon.

    2. Depending on your provider, follow the prompts on screen to connect your pension. These steps usually require you to log into your pension account.

    3. Once connected, the new Pension Scheme is created based on the details we retrieved from your provider.

    4. You must check that the details we’ve used are correct – especially details of the worker groups and contribution percentages.

    To manually enter details:

    1. Select Manually Enter Details.

    2. Enter the Provider Name.

    3. Select the Worker Group A group of employees who have the same pension contribution level and other settings. for the Pension.

      The default group appears.

    4. Select Qualifying Scheme, if applicable.

  4. Select Create Scheme.

  5. Enter more details about your scheme.

create a pension scheme settings option bar

Tab Details
Settings Displays settings details including Name, Pension Rule, Custom Pay Codes, Disable AE Letters and Subtract Basic Tax Rate.
Provider Displays details for the provider including Name, Account, Address, contact details, contributions reporting, auto-enrollment updates and PAPSDIS IDs.
Administrator Displays details about the administrator include name, contact information and address.
Worker Groups Displays various Worker Groups for your business and includes option to Add a worker group.
Employees Displays the employees signed up to the selected pensions scheme.
Contributions Displays the history of contributions from Employees and Employer.
Payments Displays the payment method, including Cash, Cheque, Credit and Direct Debit.