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Level 1

How to opt into a pension fund


I've recently set up a small business and we only have a few employees set up.  No-one is currently paid enough to be eligible for auto enrolment but we would like to opt into a pension scheme.  I've set up a pension with NEST and input the details into Quickbooks but it isnt giving me the option to opt employees into it.  When I look at the employees screens it details them as not assessed but there isnt anything there for me to change to opt in individuals and I can't see anything in the settings that would enable this???

Any help much appreciated.

QuickBooks Team

How to opt into a pension fund

Hello Rach1, 


Thanks for your post and welcome to the QuickBooks Online Community. 


So we can advise on how this can be done, can you confirm which version of the payroll you are using - Standard or Advanced? 


If you are unsure on how to check this let us know so I can guide you on this - thank you. 

Level 1

How to opt into a pension fund

Hi,  I'm using the standard version.





QuickBooks Team

How to opt into a pension fund

Hello Rach1, 


In your standard payroll, if you click into employees>click into an employee>scroll down to workplace pension> click into workplace pension>in this sections you should have drops down there to choice for your pensions. If you dont I advise you ring this number and speak to one of our agents on the phone who will be able to set up a screen share and have a look into why it is not giving you the options. The number to ring is 0808 234 5337.

Level 1

How to opt into a pension fund

I'm having the same problem.

All employees are showing as 'not assessed' with no drop down menu options to change their worker category. The only change available is 'advanced' > exclude from pension > yes/no

Is there a way to fix this? The only two employees added this month can be adjusted. Up to now there has not been a pension set up.

QuickBooks Team

How to opt into a pension fund

Hello there, @VerityR.


I'm here to help set up a workplace pension for all your employees in QuickBooks Online (QBO).


The reason why you don't have the option to change the worker category for pension is that the Exclude from pension was set to Yes. It means that you don't want the employee to be assessed or considered for the workplace pension.


In this case, you'll have to select No in the Exclude from pension option. This way, you can enroll your employee in pension and change the worker category. I'll attach a screenshot below for your visual reference.

I'm also adding this article to learn more about setting up workplace pensions in QBO: Set up workplace pensions in QuickBooks Online Standard Payroll.


Just in case you want to set up multiple workplace pension schemes in the future, you can check out this article for more guidance: Multiple Pensions for QuickBooks Online Standard Payroll.


Our Community forum is always open to help you again if you need more help setting up workplace pensions. Have a good one!

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