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Process opt-in and join requests

Enrol a non-eligible or entitled employee into the pension scheme.

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Written by Charlotte Alderson
Updated over 2 months ago

Employees whose earnings are not high enough to be labelled as eligible after auto-enrolment can still join the pension scheme. To do this, follow the steps below.

๐Ÿค“Tip: All pension pay elements must be excluded before following the steps below.

  1. Click Pension, and then click Pension Control.

  2. Find and select the required employee.

    ๐Ÿ“ŒNote: If the employee doesn't have a status date, they will need to be auto-enrolled first.

  3. Click Edit, enter the desired date into the relevant column.

    • Joined:- Entitled employees.

    • Opted-in:- Non-eligible employees.

  4. Click Save, and then click Assign Pay Elements.

  5. Select the checkbox against the required pay elements.

  6. Click Next, and then click Assign.

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