Overview
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.
Maintain
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.
Availability
| 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.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their Pension details viewed.
- 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.
Availability
| HR Plan: | Standard | Premium | Platinum |
| 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.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their Pension details viewed.
- 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.
Availability
| HR Plan: | Standard | Premium | Platinum |
| 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.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their details updated.
- Click the Pension Settings tab.
- Complete the following fields:
- Assessment method:
- Do not enrol in a pension 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 scheme.
- Assessment method:
- Click the Save button.
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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