I have an employee who would like to join the pension scheme. They are an 'entitled worker' so earn less than the auto-enrolment threshold, and just decided recently to join. Does anyone have experience of this situation?
I cant seem to edit the pension tab on their employee page, it just says Worker Category -Not assessed and I dont seem to have the option to change this.
Hello Deb-RVS- thanks for coming back to us, you would need to rollback the payroll to the point that the employee was added to change this from not assessed to eligible job holder. If the employee has been ran on payroll for several periods, we'd instead recommend to make their existing employee profile a leaver and recreate the employee again on the payroll.
Out of the two options we would recommend just to make them a leaver and add as new employee with the pension.
In order to help you with your issue can we ask which payroll it is you are using in your Quickbooks account, is it our Standard payroll or Advanced payroll?
Thanks for getting back to us Mali3 - you would need to rollback the payroll to the point that the employee was added to change this from not assessed to eligible job holder. If the employee has been ran on payroll for several periods, we'd instead recommend to make their existing employee profile a leaver and recreate the employee again on the payroll. If you need the steps to complete either of these actions, please get back to us below. :)
Hi Deb-RVS, thanks for joining this thread - are you using the standard or the advanced version of QuickBooks Online Payroll, and is your employee an entitled worker or eligible jobholder?
Hello Deb-RVS- thanks for coming back to us, you would need to rollback the payroll to the point that the employee was added to change this from not assessed to eligible job holder. If the employee has been ran on payroll for several periods, we'd instead recommend to make their existing employee profile a leaver and recreate the employee again on the payroll.
Out of the two options we would recommend just to make them a leaver and add as new employee with the pension.
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