Entering Employee Pension Scheme Data

Effective Date

If you select the Opt In check box, enter the date on which the opt-in notice is received. If you select the Opt-Out option, specify the end date of the qualifying pension scheme currently active in the system. See Qualifying Pension Scheme GBR Page.

Opt-Out/Cease

Select the Opt-Out option to opt out the employee from the pension scheme. The auto enrolment batch process opts out the employee. The auto enrolment process updates the pension end with the effective date provided for the opt-out. The pension end date is displayed in the End Date field in the Pension Schemes – Additional Details tab. The employee receives the entire pension amount deducted as a refund.

Select the Cease option to stop the employee’s pension scheme. The process updates the Pension end date with the effective date provided for the opt-out or cease. Pension deduction happens during the cease period. Refund is not applicable for the Cease option.

When the Opt In check box is selected to enroll an employee back into the pension scheme, the Opt-Out/Cease options are disabled till the auto enrolment process is run.

Do Not Process

Select this check box for employees who should not be includes for the auto enrolment batch process.

Opt In

Select this check box if a non-eligible employee needs to be opted in.

Specify a new effective date and select the Opt In check box for re-enrolment, if the previous enrolment has been cancelled using the Opt-Out option, as requested by the employee.

The employee can be opted back into the system immediately after the opt-out or cease. Opt in is enabled if the employee is not enrolled in any pension scheme or employee has already been opted out from the pension scheme.

Override Pension Scheme

Select the applicable pension scheme for employees who need to be enrolled using the Opt In check box.

Aggregate Earning

Select this check box if earnings from multiple jobs need to be added before comparison with the earnings threshold to calculate eligibility for auto enrolment.

Frequency

If the employee has multiple records in different pay reference periods, enter a frequency. When the most recent payroll earnings are multiplied by the frequency, it calculates the amount paid to the employee in the default pay reference period.

Postponement Reason

Select the valid reason. Values include Job Holder Deferment, Staging Date Deferment, and Worker Deferment.

Postpone Till

Enter the postponement date.

Employee Percentage/Employer Percentage/Employee Amount/Employer Amount

Appropriate values are updated by the auto enrolment batch process.

Start Date

Enter the start date of the pension scheme.

End Date

Enter the end date of the pension scheme.

Opt Out Start Date

Enter the start date of the opt-out period.

Opt Out End Date

Enter the end date of the opt-out period.

Event ID

Events are automatically updated by the auto enrolment batch process.

Process Run Date

The process run date entered in the for the auto enrolment batch process is updated in this field.

Effective Process Date

Indicates the first day of the period from which the event will be effective.

Pension Scheme

Indicates the name of the pension scheme.

Applicant Status

The status is automatically updated by the auto enrolment batch process.

Calendar Group ID

Enter the calendar run ID of the most recent payroll that needs to be used by system for assessment. For example, if the April Payroll is finalized and May Payroll is being processed, you can select either April or May payroll for assessment.

Qualifying Earning

Enter the qualifying earning value for the calendar mentioned in the Calendar Group ID field.

Pay Reference Start Date

Enter the start date of the most recent period in which the pension payment was made.

Pay Reference End Date

Enter the end date of the period in which the pension payment was made.

Scheme

Select the type of pension scheme that you require. Valid values are:

AMT (fixed amount scheme)

PCT (percentage scheme).

Employee Percentage

This field is available for entry only if you enter PCT in the Scheme field. Enter the percentage of employee earnings that the employee pays into the pension scheme.

Employer Percentage

This field is available for entry only if you enter PCT in the Scheme field. Enter the percentage of employee earnings that the employer pays into the pension scheme.

Employee Amount

This field is available for entry only if you enter AMT in the Scheme field. Enter the fixed amount that an employee pays into the pension scheme each pay period.

Employer Amount

This field is available for entry only if you enter AMT in the Scheme field. Enter the amount that the employer pays into the pension scheme each pay period.

Begin Date

Select the start date when the pension scheme is processed.

End Date

Select the end date when the pension scheme is processed. The End Date is a mandatory field.

Bereaved Spouse/Civil Partner

No and Yes

Dependent ID

If you select Yes in the Bereaved Spouse/Civil Partner field, the system displays this field. Select the dependent that should receive pension benefits.

Copy Tax Details and Tax Code

If you select No in the Bereaved Spouse/Civil Partner field, the system displays this field.

Select Yes to copy tax details. The system automatically fills in the Tax Code and Tax Basis fields.

Select No if you do not want to copy tax details. In this case the system fills in the Tax Code field.

Tax Basis

If you select No in the Copy Tax Details field, select either Cumulative or Wk 1/Mnth1.