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Employee Pension Details

Use

In this screen, you can enter and store your employee's pension details i.e, Employee current pension status, AE pension details and staging date.

Path

Employee > Add New Employee > Essential Details > Employee NI & PAYE Tax Details > Pension

OR

Employer / Setup > Employer Details > Add New Employee > Essential Details > Employee NI & PAYE Tax Details > Pension

OR

Bureau Main Page > Admin Payrun > Enter > Employer / Setup > Employer Details > Add New Employee > Essential Details > Employee NI & PAYE Tax Details > Pension

OR

Payroll Bureau Starter > Account Details > Enter > Employee > Add New Employee > Essential Details > Employee NI & PAYE Tax Details > Pension

OR

Multi-Sites Payroll Starter > Head Office Details > Employer / Setup > Employer Details > Add New Employee > Essential Details > Employee NI & PAYE Tax Details > Pension

OR

Multi-Sites Payroll Starter > Head Office Details > Employee > Add New Employee > Essential Details > Employee NI & PAYE Tax Details > Pension

Fields Available

Employee Current Pension Status

• Already had an approved qualifying AE pension scheme?: Select from the drop down "YES" if employee already has pension scheme or select "NO" if he/she doesn't have the pension scheme.
• Subject to Auto Enrolment Pension: Select from the drop down "YES" if employee to be enroled for AE pension otherwise select "NO".
• Qualyfying AE Pension Scheme Start Date: Select the date when the employee to be enroled for AE pension.
• Pension Scheme Ref: Enter the pension reference number.

Employee AE Pension Details

• Scheme Name / Group Name: Select from the drop down the appropriate scheme for the employee.
• Employee Pension Ref.: Enter here the pension reference.
• Other Ref.: Enter here the other reference for employee, if any.
• Payment Source / Account: Select from the drop down the company bank account.
• I wish to adopt Salary Sacrifice for this employee's AE pension: Select "YES" form the drop down if employee wish to adopt for the salary sacrifice otherwise select "NO".
• Earnings Basis: Select from the drop down the earnings basis for the employee's contribution. Many employers use Qualifying earnings for the employee contribution, because it is the standard way to calculate the minimum contributions.
• Employee Contribution: Select from the drop down the contribution in percentage of Qualifying earnings or fixed amount for the employee's.
• Employer Contribution: Select from the drop down the contribution in percentage of Qualifying earnings or fixed amount for the employer.

Auto Enrolment (AE) START Date

• As per the AE Staging Date 16/10/2015: By choosing this option the auto enrolment will start from the staging date.
• As per the Company Deferment Policy: By choosing this option the auto enrolment will be postponed to a date based on deferment policy you set up.
• As per the Individual Employee Deferment Policy: By choosing this option if you want to postponed the auto enrolment to a specific date for this employee.

Associated Tasks

• Back: If you wish to go back to the previous screen, then click on this button.
• Continue: To continue with this process, enter the required details and click on this button.

Related Topics

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