I understand the importance of opting out employees in QuickBooks Online (QBO), feprimafi. I'm here to share insights about this.
In QBO, once the employee has been enrolled into a pension, you have the option to opt-out.
Here's how:
- Go to Payroll and choose Employee.
- Click on the employee's record.
- Select Workplace Pension.
- Turn off the Enrolled in pension toggle.
- Choose Opt Out.
- Enter the effective opt-out date.
- Save.
If your employees have opted out or ended their membership, you need to run an assessment every 3 years to find out if they should re-enroll. You can choose any date that falls within the given period to assess employees who have opted out or ceased membership.
Here's how:
- Go to the Gear icon and click Payroll then Re-enrolment date.
- If you want to re-enroll your employees automatically, select Yes.
- Choose the re-assessment date.
- Once done, click Save and Done.
I've added this article to learn more about how to opt out of a pension scheme in QBO: Opt and Employee out of a pension scheme.
Keep your posts coming if you need more help about opting out employees in QBO. I'm always here to help. Have a great day.
