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:

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

2. 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

3. Save the calculation card.

4. Run the Pensions Automatic Enrolment Assessment process before running your full payroll cycle to verify successful enrolment and generate notification letters.

The process creates a new pension component for the scheme that you selected, and links it to the assessor by updating these fields:

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