Work Place Pension Scheme

Thank you for dropping by the Community today, Lois.

We're going to review the Pension setup for your employees and make sure the Advanced option is configured properly. This will help you pay bonuses to your employees smoothly.

Here's how:

1. Navigate to the Payroll menu on the left panel and select Employees.
2. From the list, click on the worker's name to view more details.
3. Go to the Workplace pension, loan & other deductions section and click the Edit button.
4. This action will open the Workplace pension, loan & other deductions screen.
5. Head to the Workers pension section and click the pencil icon for Pension status.
6. In the Pension scheme window, make sure the status is Not assessed.
7. Click the Advanced drop-down and tick the radio button for Yes (not common).
8. Press the Save button to apply the changes.

After setting up everything, you can now pay a small bonus to your employees. For detailed instructions, refer to this article: Managing holiday, bonus and other pay types in QuickBooks Online Core Payroll.

If you're still getting an error creating the bonus, I recommend contacting our Payroll Support Team for further assistance. They will assist you in troubleshooting the issue and can provide information about your account and payroll subscription.

Browse through this article to find out what tasks you can do with the payroll service, along with their corresponding links: QuickBooks Online Core Payroll | Resource Hub.

Stay in touch if you have other payroll or QuickBooks concerns and questions. We'll get back to provide the help you need.

I can get as far as step 6 then I get a grey circle with a diagonal bar through it and I cannot edit anything. There is an odd message saying last assessed on 30-11-2024 ?? today is only 5th November and no assessment has been donr a none of us are eligible for WPP

I appreciate your efforts in performing the steps provided by my colleague previously, Lois. I'm here to ensure you can complete the measures and proceed with paying a small bonus to your employees.

Since you can't continue creating a bonus, I recommend contacting our Payroll Support Team if you haven't yet. They have the appropriate tools to pull up your account in a secure environment and guide you in resolving this matter. 

Here's how to reach them:
 

1. Sign in to your QuickBooks Online (QBO) company.
2. Click the Help button.
3. Tap the Search tab and enter your payroll inquiry.
4. Hit Contact Us.
5. Choose a way to connect with an expert.

Our support is available via phone from Monday to Friday, 8 AM to 7 PM. For chat assistance, we're accessible Monday through Friday from 8 AM to 10 PM, and on weekends (Saturday and Sunday) from 8 AM to 6 PM.

Additionally, I'll share a valuable resource to help organise your payroll and get everything sorted for a smooth transition into the new year: Year-end guide for QuickBooks Online Core Payroll.

If you have further questions about payroll configurations or other related concerns, add a reply to this thread. I'll be around to assist you further.