Pension auto-enrollment is designed to enroll employees after 'X' months. However, if an employee requests to opt into the pension scheme earlier, you need to adjust their joining date to reflect this request.
Since the employee is already associated with a scheme and an auto-enrollment validation job has run against it, their status is "Assessed But Postponed." This means they cannot join the scheme before the auto-enrollment date.
To amend this manually, follow the steps below.
End current pension scheme
To end the current pension scheme, you need to end the date. To do this, follow these steps.
Click Employee then in the search field, search for employee.
Beside the relevant employee, click VIEW.
Click Pension then highlight the relevant pension.
Click the three-dot menu then click Edit.
End the current scheme with the end date the same as the start date.
Click Submit.
Add new pension scheme
After ending the current pension scheme, enter the details of the new scheme. To do this, follow these steps.
Click Employee then in the search field, search for employee.
Beside the relevant employee, click VIEW.
Click Pension then click Add.
Fill in the required details.
🤓 Tip: Set the employee up using the same details on the new pension scheme.
From the Auto Enrolment Opt In Event drop-down menu, select Voluntary Opt in Auto Enrolment.
Click Submit.