Add a pension to an employee already enrolled in a pension scheme

If you are migrating your payroll and you have employees who have already been enrolled in a pension  scheme you will need to:

  • Go to the Employees Details Page > Pay Run Settings > Pension Settings
  • Set the assessment method to Manually
  • Choose the relevant assessment status
  • Choose the assessment date
  • Choose the contribution plan
  • Is this employee already enrolled in the pension scheme - select 'yes'
  • Check that the contribution percentages are correct and press 'Save'

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