Set Up Pension Schemes for Employee-Self-Service

To use this feature, you must set up the pensions schemes in Payroll work area and not in Benefits. The employee can access this feature from their My Benefits page.

No changes need to be made in the Pension Element template.

Set Up Rates for Pension Schemes

You must set up the pensions scheme and the rates at the legal employer level, for individual schemes and link to eligibility profile:

1. Go to Enterprise > Setup and Maintenance > Legal Structures > Manage Legal Entity HCM Information. Select and add the correct legal employer.
2. Select Pension Schemes on the Legal Entity page.
3. Click Add and include all the relevant pensions schemes for your organization. You need to add one row for each pensions scheme with all the required details.
   Note: You must set up the pension scheme information for each legal employer.
4. On the Legal Employer tab, click Pensions and Benefits Information.

   Here you can enable single scheme or multiple scheme enrolments.

5. Select the checkbox Enable single scheme enrolment, which is also the default value.
6. Select the checkbox Enable association when employee self-enrols . This enables the application to associate the assignment in the Benefits and Pensions calculation card. If you don't select this option, the application uses the default roles defined for the TRU for automatic card creation.
7. Click Save.

Eligibility

You can use the existing eligibility profiles. You must link the profile with the rate provided on the pension scheme page, for each row you create. Use the attribute Scheme Eligibility ID and select the relevant eligibility from the list of values. If there are no eligibility profiles available, you must set up these.

Run Feature Upgrade Flow

You need to run the feature upgrade flow to set the required attribute, if you've already created pension elements before setting up pensions enrolment using employee self-service.

Here are the steps to do this:

1. Go to My Client Group > Show more >Submit a Flow.

2. Select the legislative data group for which you want to run the process from the choice list.
3. Search for and select the Run Feature Upgrade flow.
4. Enter a name for the payroll flow.
5. Select the feature Set Category Code for Employee Self Service Pension Contributions flow parameter.
6. In Additional Information, enter the name of the legislative data group for which you're enabling the pensions enrolment for employee self-service.
7. Submit the flow.