If an employee chooses to leave the pension scheme, you will need to enter an opt-out or cease date, depending on the employee's date of enrolment.
Opt-out date
An opt-out date can only be entered within one calendar month of the employee's status date. To do this, follow the steps below.
📌Note: If the employee doesn't have a status date, they will need to be auto-enrolled first.
Click Pension, and then click Pension Control.
Find and select the required employee.
Click Edit, enter the desired opt-out date.
Click Save.
Cease date
If any of the following are true, a cease date needs to be entered. To do this, follow the steps below.
The eligible employee was immediately auto-enrolled, and one month has passed.
A postponed date was entered in pension control, and one month has passed since the end of the employee's postponement period.
An employee became eligible due to a birthday or pay increase, and one month has passed.
An employee opted into the auto-enrolment pension scheme, and one month has passed.
Click Pension, and then click Pension Control.
Find and select the required employee.
Click Edit, enter the desired cease date.
Click Save.