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nickiannspencer-
Level 1

How can I edit the worker category in workplace pensions of a new employee at the end of 3 months of postponement from elibible to entitled?

It seems that the only thing I can do now postponement is finished is move the toggle switch to enrol the employee in to a pension, although he earns under £10,000 per year. There seems to be some guidance on the Help pages about rerunning the payroll to correct the category. I'm new to QuickBooks payroll and am very reluctant to do this. What can I do?
1 REPLY 1
RoseJillB
QuickBooks Team

How can I edit the worker category in workplace pensions of a new employee at the end of 3 months of postponement from elibible to entitled?

Hi there, nick. I can share details about enrolling an employee for workplace pension in QuickBooks Online (QBO).

 

Since you mentioned rerunning payroll transactions, we can no longer change a pension category for employees who have been ran a payroll. Moreover, we can consider the following suggestions if you prefer to change the employee's pension category.

 

First, we can roll back to the employee's start date to change the pension worker category in QuickBooks Standard Payroll. I'll show you how:

 

  1. Go to the Payroll menu and click on the Pay History.
  2. From there, tap on the Pay period.
  3. Drill down the Actions and select Delete Payroll.

 

Other than that, we can opt to migrate to the Advanced payroll in the new tax year to change and enroll the employee in the pension. 

 

Furthermore, you can visit these resources in managing your employees and following the guidelines for setting up workplace pensions:

 

 

I'll keep this thread open if you have additional questions about payroll. The Community always has your back. Stay safe!

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