Available for the following HR classic plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin

A group retirement savings plan is a way of saving for retirement that an organization will arrange for its employees. The organization must automatically enrol employees into a pension plan scheme and make contributions when employees meet certain criteria. However, employees can opt out if they want.

The Pension feature within the Employee File module changes depending on whether you have a connection to one of our payroll offerings or you have an HR-only platform. If you connected Employment Hero to a payroll platform, the page is a read-only summary with the details stored and managed via your payroll platform, if you have no connection to a payroll platform, then you can use this feature to edit your employees Pension details.

Daily activities

Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.

Available for the following plan: Employment Lite, Employment Plus, Employment Unlimited
Available for the following classic HR plans: Standard, Premium, Platinum
Available for the following Payroll classic plans: Standard, Premium
Available for the following user access levels: Employee , Admin

View Pension details

Click the People menu.
Click the Employees List submenu.
Select the employee that needs their Pension details viewed.
Select the Pay & compensation tile.
Click the Pension Settings tab.

Helpful Hint

You will now see the employee's Pension details that were synced over from your Employment Hero Payroll platform. If these details are incorrect, you will need to update them via your Employment Hero Payroll platform.

Available for the following plan: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Employee , Admin

View Pension details

Click the People menu.
Click the Employees List submenu.
Select the employee that needs their Pension details viewed.
Select the Pay & compensation tile.
Click the Pension Settings tab.

Helpful Hint

You will now see the employee's Pension details that were synced over from your KeyPay platform. If these details are incorrect, you will need to update them via your KeyPay platform.

Update Pension details

Click the People menu.
Click the Employees List submenu.
Select the employee who needs their details updated.
Select the Pay & compensation tile.
Click the Pension Settings tab.
Complete the following fields:
- Assessment method:
  - Do not enrol in a pension plan scheme.
  - Automatically.
  - Manually
- Assessment status:
  - Not assessed.
  - Eligible job holder.
  - Non eligible job holder.
  - Entitled worker.
  - Postponed.
- Assessment date.
- Would this employee like to join:
  - Join date.
  - Contribution plan.
  - Is this employee already enrolled in the pension plan scheme.
Click the Save button.

Explore relevant content

How do I manage an employees tax and canada pension plan (CPP) and employment insurance (EI)? This feature allows you to view your employees Tax and canada pension plan (CPP) and employment insurance (EI) details and if you have no payroll connection edit these details if they need updating.
How do I edit Employment Details? This feature is where you update your employee's employment details, for example, changing their primary or secondary manager.