Pensions
How employee retirement contributions and employer pension deductions are calculated, processed, and reported.
Opt an employee out of a pension scheme when contractually enrolledThe reason why the opt-out option is unavailable and pension deductions continue after ending a contractually enrolled qualifying scheme.
Employee hasn't auto-enrolled in portalAn employee hasn't been auto-enrolled to the auto-enrolment pension scheme. The employee has an active appointment.
Exclude pay code from pension calculationSteps to exclude a specific pay code from being included in pension calculations.
Employee 'Assessed But Postponed' on auto enrolment but wants to start pension at an earlier dateSteps to opt an employee into a pension plan at an earlier date and the pension start date incorrectly updates to the auto-enrollment date.
Enter or change re-enrolment periodGuidelines on auto-enrolment, setting up and managing re-enrolment.
Back Office: Set up pension schemeSteps to set up a pension scheme.
Pension refund not processing for a UK employeeA Pension refund is not generating after it has been entered on the Maintain Employee Pension Details screen.
Refund pension contributionsIf an overcontribution has been made on a pension scheme for an employee, steps to process refund through PeopleXD.
Delete or amend pension rate of payDelete an incorrect pension rate of pay for an employee.
Add employee pensionSteps to add a pension to an employee's record in payroll.
Error: 'Pension already exists for the employee/Scheme Code'When assigning an employee a pension scheme or opting in an employee who previously had a pension, the following error appears.
Configure pension schemesSteps create a new pension scheme on the Payroll Dashboard
Back Office: Process a pension refund including withholding taxSteps to process a pension refund, including withholding tax in CorePay.
Additional Superannuation Contributions (ASC) FAQsFrequently asked questions about Additional Superannuation Contributions (ASC).
Opt an employee out of an auto enrolment pensionEdit a pension to opt the employee out of auto enrolment.
Calculation of OAP element on pension liability is not correctWhen an employee holds a second non-pensionable appointment, the software incorrectly combines both posts to calculate the FTE, causing errors in the Occupational Additional Pension (OAP) pension element.
Employee auto-enrolled to pension when opted recentlyEmployee re-enrolled into pension despite recent opt-out (within 3 years), causing incorrect auto-enrollment.
Additional Pension ContributionsEmployer pension contributions not displaying on payslip when employee has no pay.
Incorrect pension amount being deductedEmployee is on leave without pay and a pension deduction is being incorrectly taken for the employee in Back Office.
Auto enrolment Is not postponingThe pension auto enrolment system is not functioning properly, unable to postpone individuals for 12 weeks or 3 months.
Allowance not pulling through to PayrollAllowance not pulling through to Payroll from People Management.
Pension override not being applied on auto enrolment.Pension contribution override not applying correctly for employees auto-enrolled during maternity leave or making additional contributions.
Portal: New starter auto-enrolled into pension too earlyA new employee is exempt from auto-enrollment this month due to a three-month postponement period.
Back Office: New starter auto-enrolled into pension too earlyA new employee is exempt from auto-enrollment this month due to a three-month postponement period.
Tiered date effective pension scheme not calculating as expectedTiered date effective pension with contribution rate based on actual earnings not calculating correctly for employee on a reduced pay multiplier.Pension calculation using the incorrect band percentage.
Pension status for auto-enrolment is not clearly displayed in the systemSteps to view pension status for auto enrolment.
Pension has an end date but is still deductingPension deductions continue after pension has ended, resulting in incorrect payslip entries.
Nest Apportionment for pension schemeSteps to switch the Nest Apportionment for a pension scheme in payroll.
Refund pension contributions minus the withholding taxSteps to refund pension contributions less withholding tax.
Pension refunded with negative salaryFollowing the setup of a new pension scheme, late leaver notifications with negative salary values are triggering automatic pension recalculations and refunds behavior not observed in older schemes.
AVC is being deducted but is not dueReasons why an Additional Voluntary Contributions (AVC) pension deduction may be a larger amount than expected.