Employees

This screen is the last step of the Wizard. This enables employees to be allocated to a Scheme in the implementation, and allows any employee overrides for Schemes 'EFG, 'S' and '%'.  This also enables the Auto Enrolment Team to take an existing qualifying Scheme, and batch update their Non-WPR Start Date and Scheme Number to exclude them from the AE calculations.

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

Prerequisites

• Pension Scheme Creation and/or Selection
• Pension Details
• Qualifying Earnings (for AE only)
• Pensionable Pay
• Pension Code
• Contributions
• Salary Sacrifice (if enabled on Pension Details)

Rules and Guidelines

• Only Employees in the selected Company for the Scheme are displayed.
• Employees who are current or leavers in the current period are displayed.
• Fields that are marked with red asterisks (*) are mandatory.

Field Information

Buttons

 

Select Finish >> to complete the workflow or << Back to go to the previous screen. Cancel closes the Wizard.

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