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How do I get past the autoenrolement stage on payroll? For a member of staff who has opted out. Paperwork completed on an old system over a year ago.

 
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QuickBooks Team

Re: How do I get past the autoenrolement stage on payroll? For a member of staff who has opted ou...

Hey there, kerrikitto.


Welcome aboard in the Online Community. I want to ensure you can set up and run payroll smoothly.


Just to clarify, after completing the paperwork did you updated the employee’s profile? While I wait for your response, let’s review and make sure the Auto enrolment status is also opted out. 


Here’s how:

 

  1. Go to Employees on the left panel, then select Employees.
  2. Choose the worker’s name.
  3. Under Profile, go to the Auto enrolment section.
  4. If the Enrolled in pension status shows Yes, click on the Pencil for Auto enrolment.
  5. In the Worker category section, move the slider to the right.
  6. In the To leave the pension window, select Opt out.
  7. Enter the effective date.
  8. Click on Done.

Just in case, check out this article for future reference: Auto Enrolment for workplace pensions.


There you go. These steps should get you pointed in the right track.


Let me know how this turns out. I want to make sure this is taken care of. Have a great day ahead.