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Mali3
Level 1

Adding an employee to a pension scheme

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. 

 

Solved
Best answer May 25, 2023

Accepted Solutions
Ashleigh1
QuickBooks Team

Adding an employee to a pension scheme

 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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9 REPLIES 9
Ashleigh1
QuickBooks Team

Adding an employee to a pension scheme

 

Hello Mail3, 

 

Welcome to the Community page, 

 

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? 

 

Mali3
Level 1

Adding an employee to a pension scheme

It's Quickbooks online with Standard payroll.

GeorgiaC
QuickBooks Team

Adding an employee to a pension scheme

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. :)

Deb-RVS
Level 1

Adding an employee to a pension scheme

I would like to know the steps of this please. As I am in the same situation but concerned about making more of a mess.

GeorgiaC
QuickBooks Team

Adding an employee to a pension scheme

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? 

Deb-RVS
Level 1

Adding an employee to a pension scheme

Hi, i'm using standard and the employee is an entitled worker 

GeorgiaC
QuickBooks Team

Adding an employee to a pension scheme

Thanks Deb-RVS, has the employee already been included on previous payrolls in QuickBooks with their pension set to 'Not assessed'? 

Deb-RVS
Level 1

Adding an employee to a pension scheme

yes they have. Its a bit of a mess i'm playing catch up

Ashleigh1
QuickBooks Team

Adding an employee to a pension scheme

 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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