If TRR is applied to process payment to an employee when full and half pay have been exhausted, this functionality is not automated in CorePay currently and needs to be handled via manual intervention.
The following are the details of the manual approach using a sample employee on Pension Scheme 2 (A Class Non Officer - Non New Entrant) for illustration. For this scenario, the employee is also contributing to spouses & children:
Click CorePay then click Employee.
Click Employee Pension Details then click Maintain Pension Investment Details.
Click Populate Override Ded % (EE) 3.
To exit screen, click the exit
icon.
Click Input then click Timesheets.
Click Maintain Timesheets
Enter a manual timesheet adjustment for each pay code, i.e., 5000, 5001 and 5003.
📌Note: The adjustment value entered for each is the additional contribution due for the hours relating to Certified Sick - Half Pay and the additional contributions are calculated manually by the user.
After the complete update job, (PAY355) has been completed, follow the steps below.
Click CorePay then click Employee.
Click Employee Pension Details then click Maintain Pension Details.
Click Page 2 then under the Cumulatives group for the Employee and Pension scheme, manually update the Tax Year, Calendar Year and To Date fields to include the total value for the timesheet adjustments.
The fields on Page 2 do not include the manual timesheet adjustments. They are only updated based on the pension contribution processed for the details on the Maintain Pension Details screen.
The details as outlined above are the recommended procedure from a CoreHR perspective.
📌Note: The Deduction Adjustment (EE) field on Page 1 of Maintain Pension Details could be populated with the total manual adjustment required, and also populate No. of Adjustments (EE) as 1 which would result in the correct pension contribution being deducted but would not have the value broken dow n on payroll history for the 3 separate Pay Codes, i.e., 5000, 5001 and 5003.
It is important that the contribution is broken down over the relevant Pay Codes for payslip purposes and it also allows for accurate details to be reported and fed into the CorePension module for pension statement details.