Change employee to tax relief workplace pension

Hello, finetofab.

I can share additional information about changing workplace pension providers in QuickBooks Online.

Have you run payroll for this tax year? Any information you provide will assist me in giving you accurate information regarding your concern.

You'll need to roll back the payroll if you want to edit or change the pension provider for your employee if you used the standard payroll. 

Here's how:

1. Go to the Payroll menu, then Payroll history.
2. Click into the pay period, then Action.
3. Select Delete payroll.

If you want to keep the existing pension provider, you can add a new pension so you have the option to choose a pension provider. I'll show you how.

1. Sign in to QuickBooks Online, and go to the Employees or Payroll menu.
2. Click Manage workplace pensions from the Pensions tile.
3. Choose Add workplace pension.
4. Enter the details provided by your pension provider.

On the other hand, you can make changes to an employee's pension in the Payroll Settings if you're using the Advanced payroll.

Here's how:

1. Go to the Gear icon.
2. Select Payroll Settings.
3. Under Business Setting, click Pension Settings.
4. Make necessary changes.

Take note that you won't be able to edit pension created via PensionSync since the data is provided directly by them. If the employee's contribution plan is connected, he or she will need to contact their provider to make changes.

Check out the following materials below for more insights:

1. Pension in QuickBooks Online Advanced Payroll

2. Multiple Pensions for QuickBooks Online Standard Payroll

3. Workplace pensions guide for QuickBooks Online Standard Payroll

In addition, you can review this article for your reference if you need a guide on submitting pension reports using standard payroll: Submit pension reports in QuickBooks Online Standard Payroll.

Don't hesitate to add any details if you need further assistance with a workplace pension. We're always here to help you.