7. Bulk Asessment, Enrolment and Updates
- Mark Holland (Unlicensed)
Payroll → Pension Enrolment Screen
The Payroll Pension Enrolment screen is by far the easiest way for you to enrol eligible workers.
Imports
Employee Pensions
Figure 6.1
The other way to set up pensions against employees in bulk is through the Import screen (figure 6.1). The importer has only been slightly modified to aid in dealing with the new legislation. One extra non mandatory field has been added named OverrideContr, this field is only relevant in the case of importing employees onto a ‘Basic Scheme’.and should be left blank otherwise.
As stated in section 3 - under a ‘Basic Scheme’ the rates that the pension is deducted are set by legislation and should not be entered (Users therefore do not have to add deduction percentages against these employees). However in some cases an employer may set up a Basic Scheme to use the standard upper and lower thresholds, but at the same time may wish to overwrite the default percentages. In this case a Y should be in the OverrideContr column and deduction figures should be entered as usual.
Below is an example of importing pensions against 3 employees. One is on a non ‘Basic Scheme’, one is on a Basic Scheme but is overriding the amount, while the 3rd is just on a Basic Scheme.
Figure 6.2
Employee Basic
Clients may require the update of key employee auto enrolment data in bulk. This is likely to be particularly true if a company is to use postponement against some or all of their workers. The fields below have been added to the Employee Basic importer and upon downloading a template with a particular payroll selected the fields will be populated with the current data so any amendments can be made and all the data imported back in.
- Postponement End Date
- Opted Out Date
- Terminate Date
- Notice Date
Figure 6.3