Welcome to the Community, Sarah. I'll share some steps on how to Opt out of a pension scheme in QuickBooks Online Core Payroll.
The Pensions Regulator states that when an employee chooses to opt out of an auto-enrolment pension, they are entitled to receive a full refund of any contributions they have made into the pension scheme within a month of receiving a valid notice.
To opt an employee out of a pension scheme, here's how:
- Sign in to your QuickBooks Online Payroll account.
- Go to Payroll, and then click on Employees.
- Choose the specific employee.
- Select Workplace pension, loan & other deductions.
- Click on the Pencil icon.
- Turn off Enrolled in pension. If no refund is due, hit on Cease membership.
- Select Opt out.
- Enter the opt-out date.
- Once done, select Save.
Additionally, learn how you can create and customise payroll reports specific to your needs. To know more, check out this article for reference: How to Create and Customise Your Own Payroll Reports.
I'm all ears if you need further assistance with managing your employees in QuickBooks Online Payroll. Don't hesitate to reach out. I'll gladly help.