To set up new Pension Scheme or worker group
Click PENSIONS from the top menu, then click PENSION SCHEME DETAILS
Enter NAME, REFERENCE (can leave blank but will appear on reports) and PROVIDER TYPE (ie.AVIVA)
Check box SALARY SACRIFICE
Check box THIS PENSION HAS AVCs
Check box % APPLY TO BANDED QUALIFYING EARNINGS ONLY
Check box INCLUDE ALL EMPLOYEES IN CONTRIBUTION FILES (even if they have not joined or opted in)
Select this ONLY if you want to manually remove a few employees who are not AE
Check default % are correct at 5% and 3%
Adding Employees and setting contributions
From main menu, click EMPLOYEES > EMPLOYEE DETAILS > AUTO-ENROLMENT PENSOINS
EXCLUDE FROM ASSESSMENT: Directors/overseas workers
AUTO ENROLMENT PENSION: i.e.AVIVA
CATEGORY ID: Enter exact category ID as set up with Pension Provider
DATE JOINED
SET CONTRIBUTIONS % - Click this to set correct %
Additional Documents