• Pension Scheme Setup

Pension Scheme Setup

By law, all employers must enrol employees into a pension scheme. To process workplace pension files within your payroll, you first need to setup a pension scheme for your business.

Step 1 Click Continue to select the Pension Provider you have Enrolled with.

Step 2 You will be taken to the screen with preset setting allowing you to quickly setup a pension scheme with minimum compliance to Auto Enrolment legislation. The system will automatically assign the minimum contribution rates, and will automatically increase in accordance with the rules laid down in legislation.

Step 3 Here you need to add the staging date. You will see that the re-enrolment date defaults to 3 years post the staging or payer duties start date (whichever is earliest).

Step 4 You will need to enter
- Your pension provider Payer Reference / ID
- Your Group/Scheme Name
- Your Group/Scheme Ref

If you do not know your payer ID you will need to contact your pension provider.

Step 5 If your pension provider supports e-filing enter the E-filing Credentials.

Click on the "Continue" button to the Pension Provider List page