You are here: Modules > Administration > Payroll > Pension Setup Wizard > Employees

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

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

ClosedPension Scheme

This is a read-only field that displays the details of the Pension Scheme that has already been selected at the start of the Wizard to be created or amended.

If the Scheme is Auto Enrolment, this field is automatically populated with 'E', and the Band values are populated as well based on the Set Type defined on Pensionable Pay.

ClosedQualifying Pension Start Date

This field is displayed for a Qualifying Pension Scheme, and is optional.

The field is not required for an AE Pension or Non-Qualifying Pension.

Buttons

ClosedSelect All

Clicking this button selects all employees on the list.

ClosedDeselect All

Clicking this button deselects all ticked employees on the list.

ClosedMass Update Selected Employees

Clicking this button mass updates all selected employees on the list.

 

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.