If an employee doesn't meet the criteria to be auto-enrolled into the pension scheme, they can choose to opt in. To process this, follow the relevant sections below.
Auto Enrol
Employees must be auto-enrolled so they are correctly assessed. To do this, follow the steps below.
Click Employees, then click Pension.
Click Pension Control.
Click Update, then click Auto Enrolment.
Click Yes, then review the pension status for the employee.
Join or opt in
The employee will be given one of three statuses: Eligible, Non-eligible or Entitled.
Non-eligible and Entitled employees can join or opt in to the pension scheme. To do this, follow the steps below.
Exclude any pension pay elements that are already assigned.
Click Employees, then click Pension.
Click Pension Control.
Find and select the required employee.
Click Edit and enter the date into the relevant field.
Non-eligible: Enter an opt-in date.
Entitled: Enter a joined date.
Click the pension pay element drop-down, then click the desired pay element.
Click Save.