Pension Joining Method and Assignment Category Mapping

The MCR accepts only certain values only for the Enrolment Type and the Full-Time/Part-time Indicator fields.

Use the Manage Extended Lookups task to map to valid codes:

• The Extended Code is reported in the MCR so must be entered as shown.
• The Extended Name is user defined and not reported in the MCR. The names given below are examples only.

You don’t need to map lookup code values that aren’t used for Teachers’ Pension reporting. For example, you don’t need to create an extended code “NA” for an assignment category that’s not eligible to be reported in the MCR.

Override Joining Scheme

Before enrolling an employee into a pension scheme, it’s possible to override the default joining pension scheme. The default pension scheme should be TPS, and the override joining scheme would only be used if the required pension scheme isn’t TPS.

For example, if the employee is a teaching assistant and should be in LGPS, add this as an override joining scheme.

Note: If, at a later date, the employee’s role changes and they should now be in TPS, remove the override joining scheme value before running any pensions automatic enrolment transfer process.