If an employee chooses to leave the pension scheme, you will need to enter an opt-out or cease date, depending on the employee's date of enrolment.
⚠️Warning! Before proceeding with either steps, the pension pay element must be excluded in the employees standard pay.
Opt-out date
An opt-out date can only be entered within 10 weeks of the employee's status date. To do this, follow the steps below.
📌Note: If the employee doesn't have a status date, they will need to be auto-enrolled first.
Click Employees, then click Pension.
Click Pension Control.
Find and select the required employee.
Click Edit, enter the desired opt-out date.
Click Save.
Cease date
If any of the following are true, a cease date needs to be entered. To do this, follow the steps below.
The eligible employee was immediately auto-enrolled, and 10 weeks have passed.
A postponed date was entered in pension control, and 10 weeks have passed since the end of the employee's postponement period.
An employee became eligible due to a birthday or pay increase, and 10 weeks have passed.
An employee opted into the auto-enrolment pension scheme, and 10 weeks have passed.
Click Employees, then click Pension.
Click Pension Control.
Find and select the required employee.
Click Edit, enter the desired cease date.
Click Save.