Updates to Pension Calculation Cards

The application updates the Benefits and Pensions card and the Pensions Automatic Enrolment component when the employee enters data using the employee self-service option.

A professional user can access and update these calculation cards, if required.

When the pension process treats the employee self-enrolment as a manual enrolment. The application processes the employee and updates any other values for the pensions automatic enrolment component. If the criteria for the opt-in is met, the process sets the method to Opt-In.

If the employee unenrols from the scheme, the process treats the leaving reason as Left Scheme or Opt-Out. If the employee self-unenrol reason was set within a month of new employee joining, the process changes the reason to Opt-Out based on the current opt-out rules.