Qualifying Earnings

This screen displays two lists which enable users to move Pay Codes to be included or excluded from Qualifying Earnings.

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

Prerequisites

• Pension Scheme Creation and/or Selection
• Pension Details

Rules and Guidelines

• This screen is only enabled for Auto Enrolment Pension Scheme Type set on the Pension Scheme Creation and/or Selection screen. If the Scheme is Qualifying or Non-Qualifying, the user is moved to the fourth screen of the Wizard -> Pensionable Pay.

• The standard qualifying test for AE is based on Assessable Earnings, also known as Qualifying Earnings. By default, all earnings attracting NI contributions will be included in the calculation of Qualifying Earnings. The codes included in this calculation are shown below and can be tailored, if required. Please note that the assessable earnings can be different from pensionable pay depending on the Scheme Rules. Please contact your Pension Provider for advice on this.

• The buttons move Pay Codes from right to left for NI'able non-pension pensionable codes to be removed, and non-Ni'able pensionable codes to be added.

• Validation and Save are performed upon clicking Next.
• Fields that are marked with red asterisks (*) are mandatory.

Field Information

 

Select Next >> to continue with 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.