Set up a GB pension

This guide outlines the steps to set up an Auto Enrolment (AE) pension.

1. Add a Pay Definition for the pension scheme using the Pension scheme Pay Template. You will normally require a single scheme, but you can add as many schemes as needed – for example, if directors receive higher contributions than employees.

   • First set the pension provider using the Clazz (class of scheme).

   • Then set all the scheme input values according to your scheme:

     
     

2. Add a Pay Definition using the AE Pay Template. Inputs should be set as follows:

   • No tax relief and Overseas national awaiting NI are normally unticked.

   • Qualifying Earnings source uses the default qualifying earnings buss.

   • Worker % provides a default value when adding an employee Pay Item. This can be changed on a per-employee basis.

   • Scheme must refer to the scheme created above

3. Add an AE Pay Item to each employee. You can either:

   • add Pay Items individually or

   • use the Pay Item Editor by updating an Employee and clicking Manage Pay Items…If the employee was previously auto-enrolled, opted-in or opted-out, then set these inputs appropriately:

   • Migrated status should only be set for imported employees and not new employees. Values are ‘Auto enrolled’, ‘Opted-out’, ‘Opted-in’ and ‘Deferred’. Similarly Migrated enrol date should be set if the employee was previously auto-enrolled.

   • Do not enter values for Opt-out date and Opt-in date but see below for how these may be used in the future.

4. Add a Report Definition for the pension provider. Some report definitions generate files which can be uploaded (e.g. CSV) while others use a web service (API).

5. paiyroll® is now ready and automatic enrolment will operate entirely automatically for each pay run.