Pensions
How employee retirement contributions and employer pension deductions are calculated, processed, and reported.
By Onyema1 author33 articles
- 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 in Back Office.
- 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.
- Portal: Set up a pension schemeSteps create a new pension scheme on the Payroll Dashboard in Portal.
- 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.
- Employee wants to join pension scheme before postponement dateProcess for enrolling an employee into the pension scheme ahead of their scheduled postponement date through voluntary opt-in UK auto enrolment
- Auto Enrolment pension pay code configuration for Revenue PSR returnsGuidance on how to configure Auto Enrolment pay codes correctly and what to do if incorrect returns have already been submitted.
