Employee pension details | HR Employee File


A workplace pension is a way of saving for retirement that an organisation will arrange for its employees. The organisation must automatically enrol employees into a pension 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.


  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.

EH Payroll KeyPay HR Only


HR Plan:   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

View Pension details
  1. Click the   Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs their Pension details viewed.
  4. 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.


Author recommended

So you have now viewed your pension details and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

  • HR Employee File: Tax and National Insurance (NI) This feature allows you to view your employees Tax and National Insurance details and if you have no payroll connetion edit these details if they need updating.
  • HR Employee File: Employment Details This feature is where you can update an employees' employment details if they have changed, for example updating their assigned primary or secondary manager or changing what primary cost centre they fall under.
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