Override the Default Qualifying Scheme for an Employee

You can override the default qualifying pension scheme before an employee is automatically enrolled. When the Automatic Pensions Enrolment Assessment process runs, it automatically enrols the employee in the overriding scheme if the employee is assessed as an eligible jobholder.

Once an employee has been enrolled in a qualifying scheme, you must end their enrolment in the current scheme, either by opting out or by leaving the qualifying scheme. Then you can manually enrol them in the new scheme.

Before You Start

Make sure that:

• An element exists for the overriding qualifying scheme and eligibility has been defined.

• The employee has a Pensions Automatic Enrolment card. For most employees, this card is created automatically during the New Hire process.

Update the Pensions Automatic Enrolment Calculation Card

To override the default qualifying scheme, you must update the employee's Pensions Automatic Enrolment calculation card before they're automatically enrolled.

1. Open the employee's pensions calculation card for editing (Calculation Cards task).

2. In the Component Details section, expand the Pensions Automatic Enrolment section.

3. In the Overriding Qualifying Scheme Name field, select the qualifying scheme for this enrolment.

4. Save the calculation card.

5. Run the Pensions Automatic Enrolment Assessment process.