Within People Manager you can set up your pension schemes. If you have our payroll service, this will send details through to Pay Manager. If you did not have pensions set up during implementation, please speak to support, who will help assist with this.
If you don't use our payroll offering you can still use this as to record all relevant pension information.
Click on admin in your top menu bar and within the pension section click on pensions schemes. You have the ability to amend an existing pension scheme by click on the required pensions scheme, or click add to add a new pension scheme.
Creating a new pension scheme
Click on add and a new record will open on the righthand side. All text boxes are free text. Fill in the scheme name, scheme provider and your reference number. If the scheme is a basic auto enrolment scheme, tick the box.
You can then enter the percentages for both employee and employer. When this pension scheme is selected against an employee's record, these percentages will auto populate. They can be changed within the employee's individual pension record go to pay - pension tab for more information.
Once ready click save, if you have created this in error, you can press cancel and the record will not be saved.
Once created this will be available to select in the dropdown for pension schemes on the employee's record.
Editing or deleting a pension record
Click on the pension title and the panel will open on the righthand side. You can make any changes that you wish within the text boxes and then click save.
You can only removed a pension scheme that is not in use. If the scheme is in use, or was historically used, when you click ok to confirm deletion a red error message will appear in the bottom righthand corner of the screen advising the pension scheme is in use. Please note: We would urge you not to change/delete items unless necessary, please speak to support to in the first instance to help assist you.