Teachers pension

Step 6: Configure the employee

Teachers pension scheme (Reporting)

  1. Open the required company.

  2. Go to Employees.

  3. Select the required employee.

    Calculate effective date salary changes should be active, otherwise the reports wont contain the correct information.
    Find out more

  4. Go to Pay Options, then Regular Pay.

  5. Remove any Salary, then go to Additions & Deductions.

  6. Select + New Deduction/Addition and create a line with the Pay Code set to BASICANNUAL.

  7. Select Create, then Update Employee.

    Need a bit more on Additions & Deductions?
    Find out more

  8. Go to Pensions.

  9. Go to Settings and select Join AE Pension.

    Employees should be added to the Teachers pension scheme before the first payrun.

    Need to add AVC? Create a worker group A group of employees who have the same pension contribution level and other settings. and add it to the employee.
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  10. Go to State and select Contractual Pension.

  11. Enter the Date the employee joined the pension scheme. This is usually the start date.

    If you have multiple pension schemes, or have an AVC's etc select Select a Scheme other than your default and choose the Pension Scheme and Worker Group.

  12. Select Update.

  13. If you have AVCs or multiple worker groups, select Join Another Pension.

  14. Choose the Pension Scheme and correct Worker Group.

  15. Complete the required information and select Update.

  16. Select Update Employee.

Calculate effective date salary changes should be active, otherwise the reports wont contain the correct information.
Find out more