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.

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.

Hi,

Is this case with Payroll Advanced too.?

When adding (migrating from desktop) say they are in the pension scheme but put an opt out date in?

I have pension synced so my first payroll run is going to be a challenge on all fronts :-) Should I have just gone the manual route to start off and upload a csv file to them using their gateway as I do now.?

Thanks

Welcome to the thread, @MrPlunk.

If you feel comfortable manually doing that, then yes you can do it. But I think to do it in QuickBooks will be much easier and time-saving.

On the other hand, to opt-out the right out an employee, here's what you'll need to do:

1. On the employee's page, click the name of the employee. 
2. Go to Pension settings. 
3. Scroll down, then click Opt Out.
4. Pick the box for Opt-out of pension scheme.
5. Enter the Opt-out date. 
6. Hit Set. 

If you have any other questions concerning QuickBooks, let me know by commenting below. I'm here to offer additional assistance. Have a good one.