Opt In to a Qualifying Pension Scheme

A non-eligible jobholder can opt in to a qualifying pension scheme at any time. An eligible jobholder can opt in to a qualifying scheme after previously opting out or leaving the scheme.

Before You Start

You need to ensure that:

• An element exists for the qualifying scheme that the employee is opting into, 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 Card for the Opt-In Action

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 the name of the scheme that you're enrolling the employee in
   Qualifying Scheme Joining Method	Select Opt in
   Qualifying Scheme Joining Date	Enter the opt-in enrolment 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	Join date plus 1 month