Manual Enrolment Processes

If the Pensions Automatic Enrolment process has not created the main pension scheme enrolment for an employee, you can enrol them manually.

Perform the following steps for manual enrolment of an employee:

1. Use the Calculation Cards task to create a new or update an existing Benefits and Pensions card for the employee.
2. Click Add to create and then select the pension contribution type for the main pension scheme.
3. Enter the relevant information for the Contribution Type Information: Main Scheme, as required:

   Contribution Type Information: Main Scheme

   Field	Description
   Pension Payroll ID	Enter the employee’s eight-digit identifier that is a unique reference to each instance of their main pension scheme contribution type.
   Member of 50/50 Section	Select this check box for an employee who is temporarily in the 50/50 section of the main scheme. Information on 50/50 enrolment is in the topic.
   Partial Deduction Allowed	Specify whether partial deduction is allowed or not for this employee.
   Payee	List of third-party payees created as pension providers.
   Percentage for Employee Contribution	Not used. Contribution rate is stored in calculation value definition.
   Percentage for Employer Contribution	Not used. Contribution rate is stored in calculation value definition.
   Reference Number	Allows you to record a reference number that may be provided by the third-party pension provider. Note: This is different to the Pension Payroll ID
   Assumed Pensionable Pay Override	Enter the annualized amount if you need an exception for the Assumed Pensionable Pay. This amount will be used to calculate the employer rate as long as no end date has been reached.
   Annualized Permanent Pensionable Pay Override	Enter the value if you need an exception for the Annualized Pensionable Pay. This amount is only used to determine the basis for the employee rate, as long as no end date has been reached.
   Recalculate Monthly	Select this check box to calculate the Annualized Permanent Pensionable Pay based on current monthly Permanent Pensionable Pay disregarding any frequency chosen at a higher level.

   Note:

   • To avoid incorrect calculations, it’s good to set the end date immediately when creating this information.
   • An override will not be considered in the payroll period if the end date is before the last day of the payroll period being processed.
   • When there is a mid-period hire or termination the Annualized Permanent Pensionable Pay Override can be used to set the value for the whole period, rather than a prorated amount.
   • An override is also needed when you migrate your data and the hire date is earlier than the first payroll run. For such cases it happens that there are no calculated periods which are needed to determine the Permanent Pensionable Pay. You can then use the override options for Permanent Pensionable Pay, or Recalculate Monthly flag or you can change the frequency to Monthly.
   • The Recalculate Monthly indicator will be active until an end date is entered.
4. Click Add to associate the employee assignment to the main scheme.