Opt an employee in/out of a Pension Scheme
How do I opt an employee in?
You may receive an Opt-in request from a non-eligible jobholder or an eligible jobholder within a postponement period. Entitled Workers cannot opt-in, they must join.
To enter an Opt-in Date:
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Receive an Opt-in request from employee.
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Go to Employee Details > Auto Enrol.
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Select the Pension Fund.
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Enter the Opt-in Date.
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Select OK to complete the process.
Employee requests to Join your Pension Scheme
An employee can request to join your Pension scheme, providing they meet the following criteria:
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Their worker status was set to Entitled Worker when last assessed for Auto Enrolment.
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The following fields in Employee details > Auto Enrol are deselected:
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Member of a Qualifying Scheme
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Transitional Period
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Works outside the UK
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Receive a Join request from employee.
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Go to Employee Details > Auto Enrol.
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Select the Pension Fund.
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Enter the Join Date.
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Employee Contribution and Employer Contribution default to the rates set up for the Pension Fund. Amend, if necessary.
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Select OK to complete the process.
How do I opt an employee out?
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Receive valid Opt-out Notice from an employee.
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Go to Pension > Period Pension Dashboard.
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Select the employee and then Opt-out.
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Enter the Opt-out Date and then choose Calculate Refund.
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The system calculates the Employee and Employer contribution refunds. To view a breakdown of the refund calculation, select Pay Details.
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You must process the refund manually in the next payroll run.
Points to remember
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The Opt-out Date field also displays in Employee Details > Auto Enrol.
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An employee with a Join Date is not entitled to opt-out of a Pension Scheme. If the employee wishes to stop contributions, you must enter a Contributions Ceased date in Employee Details > Auto Enrol