Pension - Employee Opt-In

JMAmas · ‎August 12, 2019

Hello,

I have a client who has an employee that would like to Opt-In to the Pension scheme, as he is only 21 at the moment. How can I make sure they are set up within Quickbooks as such?

Thanks

Jamie

TaliaI · ‎August 13, 2019

Hello Jamie,

You will need to roll back to the period you entered this employee, it should then allow you to change the pension settings as a payroll has not been ran on the employee at that point. You should change the worker category to Non eligible, so that once you get to the period that they have chosen to opt in within, you will be able to change this to Opt in. When re-running the payrolls, you can skip the FPS submissions if you would like.

Let us know if you need any help rolling back.

Thanks,

Talia

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GeorgiaC · ‎August 14, 2019

Hey Jamie,

Now that you have rolled-back have you changed the employees auto-enrollment category to non-eligible/opt-out?

If you have already submitted the FPS for July when you initially ran this and no payment details have changed for that period you do not need to resubmit this, and can delete the FPS. If payment details have changed you can resubmit this as 'Overdue' and option H - 'correction to earlier submission' to overwrite what HMRC have already received for this period.

Thanks

View solution in original post

GeorgiaC · ‎August 12, 2019

Hey Jamie,

Thanks for your post and welcome to the community!

Can I check which version of the payroll you are using to guide you on how to opt-in the employee? We currently have three in use - Standard, Advanced, and Paysuite.

JMAmas · ‎August 12, 2019

Hi Georgia,

Thanks for your reply.

I think it is standard, though am not too sure. Is there somewhere/a way I can check?

Kind regards,

Jamie

GeorgiaC · ‎August 12, 2019

Sure, if you go to the 'Employees' tab on the left-hand menu this will show the 'Payroll' and 'Employees' as two separate tabs for the standard payroll.

If you are using Paysuite this will say 'powered by Paysuite' on the top left corner of the main Employees page.

Thanks!

JMAmas · ‎August 12, 2019

Hi,

Yes - it is standard that I am using.

Thanks

Jamie

GeorgiaC · ‎August 12, 2019

Thanks for checking Jamie.

To opt-in the employee go to the employees settings > Auto enrollment and set the employee as 'ssf’s worker category * - Entitled worker (If they earn below £6,136 annually, set them as non-elidgible if they earn more than this) and Which one applies to ssf? * - Active workplace pension and then set the pension contribution amounts or %.

Once saved, the deduction will automatically calculate on the next pay-run. You will still need to manually inform your payroll provider of the employee as QuickBooks does not sync the pension data on the standard payroll :)

JMAmas · ‎August 12, 2019

Whenever I click Auto-enrolment on their profile, I only get this (attached).

TaliaI · ‎August 12, 2019

Hello Jamie,

Thanks for the screen shot. Can we first confirm what shows when selecting the Advanced section?

Thanks,

Talia

JMAmas · ‎August 12, 2019

Certainly...

GeorgiaC · ‎August 12, 2019

Hey Jamie,

When you save that as 'No' what does it show under his auto enrollment settings?

JMAmas · ‎August 12, 2019

Hi Georgia,

Nothing changes. It still shows it as this on the profile, and the same question coming up as before.

Kind regards,

Jamie

GeorgiaC · ‎August 12, 2019

Hey Jamie,

Do you have a draft payroll ran at the moment? If so can you delete the draft and then see if you are able to edit the auto-enrollment settings.

What is the staging date for the auto-enrollment in the payroll settings?

JMAmas · ‎August 13, 2019

Hello,

No draft pay run at the moment, settings still showing the same for both employees (one qualifies for Auto-Enrollment so the software is calculating his pension upon draft pay run but not for the other who is opting in). However, this is not the first pay run (there have been two prior) as there were teething and timing issues at the time of set up.

28/05/2019 is the staging date within Quickbooks.

Thanks

Jamie

EmmaM · ‎August 13, 2019

Hello Jamie

What is the start date of this employee (when you entered this employee into the QuickBooks Payroll)?

Thanks

Emma

JMAmas · ‎August 13, 2019

Hi Emma,

20/06/2019 for this particular employee.

Thanks

Jamie

TaliaI · ‎August 13, 2019

Hello Jamie,

You will need to roll back to the period you entered this employee, it should then allow you to change the pension settings as a payroll has not been ran on the employee at that point. You should change the worker category to Non eligible, so that once you get to the period that they have chosen to opt in within, you will be able to change this to Opt in. When re-running the payrolls, you can skip the FPS submissions if you would like.

Let us know if you need any help rolling back.

Thanks,

Talia

JMAmas · ‎August 14, 2019

Hi Talia,

Thank you for this. That was the problem, that the employee was included in a submitted pay run. However, it is now including pension contributions in the payroll re-run (July), when the first pension contributions aren't to be until this payroll (August).

Also, it is showing the FPS for July as being "overdue" now, so can I really skip that action?

GeorgiaC · ‎August 14, 2019

Hey Jamie,

Now that you have rolled-back have you changed the employees auto-enrollment category to non-eligible/opt-out?

If you have already submitted the FPS for July when you initially ran this and no payment details have changed for that period you do not need to resubmit this, and can delete the FPS. If payment details have changed you can resubmit this as 'Overdue' and option H - 'correction to earlier submission' to overwrite what HMRC have already received for this period.

Thanks

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