You are here: Modules > Administration > Payroll > Pension Setup Wizard > Pension Scheme Creation and/or Selection

Pension Scheme Creation and/or Selection

This screen allows the user to either amend an existing scheme, or create a new scheme.

(Hover over with your mouse to see the sample image in full size.)

Prerequisites

  • No prerequisites.

Rules and Guidelines

  • Only one Auto Enrolment (AE) Scheme is available. If one exists in the Existing Pension Schemes list, then AE is not selectable.
  • Qualifying Schemes use the next available code (71-79) with the Short Description and Pension Year Start Date populated.
  • Non-Qualifying Schemes use the next available code starting at 80.
  • If the Scheme is already existing, an update may be done to any of the fields.
  • Fields that are marked with red asterisks (*) are mandatory.

Field Information

ClosedPayroll Company
ClosedExisting Pension Schemes
ClosedCreate New/Edit Pension Scheme

 

Select Next >> to continue with the workflow. Cancel closes the Wizard.

Click this link --> Pension Setup Wizard if you want to go to the Wizard's Help.