Make employees available to opt out after company move
Employees that previously opted out of a pension scheme and then moved to another company will not automatically appear in Auto Enrolment - Opt-Out Due for the new company. This is due to the employees' Auto Enrolment Pension id being out of sync.
Once you have moved the employees to the new company and integrated pensions, follow these steps to synchronise the Auto Enrolment Pension id:
The Payroll Pensions Scheme name must be identical in both companies. The system will not be able to complete the process if the schemes are named differently.
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Go to Payroll > Integration > Pensions.
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Select Configuration.
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Select Edit for the correct pension scheme.
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In Master Source, select Payroll, then Save.
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Select Back.
The required employees will now be available in Integrate Pensions.
You can preview the changes for each employee by selecting Preview. Auto Enrolment Pension id should be shown under Field, this shows that the ID is going to change.
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Select all required employees.
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Select Synchronise.
These employees will now be available in Integration > Auto Enrolment – Opt-Out due.
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After you have completed these steps you need to change the Master Source back to HR:
Follow steps 1 to 3, then in Master Source, select HR, then Save.
You must complete this step in order for further integrations to be performed. Not performing this step could have a significant impact on your data.