How to manage employee pension details via the HR platform

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.

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.

EH Payroll KeyPay HR Only

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

View Pension details
  1. Click the   People menu.
  2. Click the Employees List 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.

    screenshot of the employee's pension settings page

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