Step 3: Add employees who have opted in or joined the pension scheme

Step by step guide to running a payroll

If no employees have opted in or joined the pension scheme this period, skip this step and go to Step 4: Mark employees as leavers.

Employees who have opted in or joined the pension scheme outside of automatic enrolment must be added before running payroll.

  1. Select Employees.
  2. Select the required employee.
  3. Select Pension.
  4. Select Join AE pension.

  5. Select State, then either.

    • Opt in — if the worker is asking to go back into the pension, is under postponement, or would otherwise meet the qualifying criteria for automatic enrolment.
    • Voluntary Joiner — if the worker would not normally meet the qualifying criteria for automatic enrolment.
  6. Enter the Date the worker requested to opt in or join.
  7. Select Update.

Pension deductions start this pay period.

Step 4: Mark employees as leavers.