Contractual Opt-In
An employee can opt-in to a contractual pension scheme at any time. You must ensure that the employee has a Pensions Automatic Enrolment card.
Opting in involves updating the employee's Pensions Automatic Enrolment calculation card as summarized here:
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Open the employee's pensions calculation card for editing using the Calculation Cards task.
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Complete the fields in the calculation component details as show here:
Field
Value
Active Qualifying Scheme Name
Select Contractual Opt-In
Qualifying Pension Scheme
Select the pension scheme Qualifying Scheme Joining Date
Enter the joining date
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Save the calculation card.
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Run the Pensions Automatic Enrolment Assessment process before running your full payroll cycle to verify successful enrolment and generate notification letters.
Field |
Value |
---|---|
Joining Scheme Processed Date |
Join date |
Qualifying Scheme Component |
Link to the new pension deduction component |
Qualifying Scheme Joining Date |
The application derives the date based on the values set at org-level; default is 3 months from join date |