Manually Enrol an Employee into a Qualifying Pension Scheme

You can manually enrol an employee in a qualifying pension scheme if that employee doesn't qualify for automatic enrolment, such as an exempt or entitled worker.

You can also use manual enrolment if an employee is already enrolled in a qualifying pension scheme for one or more eligible terms or assignments and wants to enrol in another qualifying pension scheme for another employment for the same payroll relationship. Some employers use manual enrolment if they contractually enrol all employees in a pension scheme on their first day of employment.

Manual enrolment involves these tasks:

• Creating a Benefits and Pensions calculation card

• Updating the Pensions Automatic Enrolment calculation card

Before You Start

Before manually enrolling an employee, ensure that:

• An element exists for the qualifying pension scheme in which you're enrolling the employee and eligibility has been defined for the element.

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

Create a Benefits and Pensions Calculation Card

1. Select the Calculation Cards task in the Payroll work area.

2. Search for and select the payroll relationship for the employee you want to enrol.

3. On the Person Details page, click Create to add a new card.

4. In the Create Calculation Card window, select Benefits and Pensions and click Continue.

5. Click Add Row in the Calculation Components section.

6. In the Calculation Component field, select the scheme into which you want to enrol the employee. The name of the component matches the name of the pension scheme element previously created.

7. Save the card.

Update the Pensions Automatic Enrolment Card (Employee Not Previously Enrolled)

If you're manually enrolling an employee who wasn't automatically enrolled in a qualifying pension scheme, follow the steps below. Otherwise, skip to the next section.

1. Open the employee's Pensions Automatic Enrolment card for editing (also using the Calculation Cards task).

   Note: The Pensions Automatic Enrolment card is created automatically when an employee is hired.

2. Select Edit > and Update.

3. Complete the fields as shown here:

   Field	Value
   Qualifying Scheme Joining Method	Select Manually enrolled.
   Qualifying Scheme Joining Date	Enter the enrolment date.
   Active Qualifying Scheme Name	Select the name of the qualifying pension scheme for manual enrolment.
   Qualifying Scheme Component	Select the name of the qualifying pension scheme you previously added to the employee's Benefits and Pensions calculation card.

4. Create or update TRU and assignment associations as needed. If you added assignment associations to the deduction component, add the same assignments here.

   By default, the original Pensions Automatic Enrolment component has no association details. Earnings for all assignments for the payroll relationship are considered during the initial Pensions Automatic Enrolment assessment Multiple Updates process. If you add a Pensions Automatic Enrolment component, you must define association details for both components.

5. Save the calculation card.

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

Create a Pensions Automatic Enrolment Component for Additional Qualifying Scheme (Employee Currently Enrolled)

If you're manually enrolling an employee who's currently enrolled in another qualifying pension scheme, follow the steps below.

1. Open the employee's Pensions Automatic Enrolment card for editing (Calculation Cards task).

2. Create an additional Pensions Automatic Enrolment component on the card.

3. Complete these fields in the Calculation Component Details section:

   Field	Value
   Employee Classification for Pensions	Select the employee's current classification. If the employee is an eligible jobholder, you must enter the Eligible Jobholder Date, which is the date the employee was assessed as an eligible jobholder by the Pensions Automatic Enrolment Assessment process. (The process automatically set this date on the employee's original Pensions Automatic Enrolment component.)
   Qualifying Scheme Joining Method	Select Manually enrolled.
   Qualifying Scheme Joining Date	Enter the enrolment date.
   Qualifying Scheme Component	Select the qualifying pension scheme you previously added to the employee's Benefits and Pensions calculation card.

4. Create an association to the appropriate tax reporting unit.

5. Create association details to link each Pensions Automatic Enrolment component (the new one and the original one) with the appropriate terms or assignments.

   Note: By default, the original Pensions Automatic Enrolment component has no association details; earnings for all terms or assignments for the payroll relationship are considered during the initial pensions automatic enrolment assessment. If you add a Pensions Automatic Enrolment component, you must define association details for both components.

6. Save the calculation card.

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