The assessment failed as its not possible to do back to back postponements - Anyone else get this error message when trying to postpone an employee?

Hello there, kcaccounts1.

I'm here to get the help you need regarding postponing an employee.

To successfully run payroll without encountering any error messages, here's what you'll need to do:

1. In the left menu, click Workers.
2. Go to the Employees tab.
3. Click the employee name.
4. In the Profile section, click on the Pencil icon for Auto-enrollment.
5. In the Enrolled in the pension section, select Opt-Out.
6. Enter the effective date.
7. Click Done.

If you need more information about the process mentioned above, you can check out the following articles: 

• Opt an employee out of a pension scheme in QuickBooks Online Standard Payroll
• Postponing a pensions scheme in QuickBooks Online Advanced Payroll

However, if the same problem happens, I recommend performing some troubleshooting steps, like accessing your account in a private browser. This way, it confirms if the cache is the cause.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

If you have no issues, go to your default browser and clear the cache. See Clear cache and cookies to fix issues when using QuickBooks Online for more information. 

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

You may also visit this resource to know what computer and browser you need for the best QuickBooks experience: System requirements for QuickBooks Online products.

Don't hesitate to reply anytime if you still have questions or concerns about QuickBooks. I am always here to help.

Hi 

That doesn't work I have a different QB's payroll as I don't have the options you mention i the steps, I can see Payroll - Employees - Click on said employee _ then navigate to Workplace Pension. In this area it is stating "Not assessed"

I do not have any option to choose to opt them out only under advanced it says to exclude them from pension No or Yes.

Thanks

Welcome back to the Community, @kcaccounts1. Let me share the other way we can rectify the error message you encountered in postponing employee pension in QuickBooks Online (QBO).

There are different steps we can take in postponing employees in every version of QuickBooks Payroll. The guidelines shared by my peer above are for Advanced, since you’re not seeing the same options, it could be that you’re using the Standard version. Thus, you can follow these steps to opt-out an employee:

1. Go to the Payroll menu and click Employee.
2. Click on the employee's record, navigate to the Workplace Pension, and edit.
3. Turn off the Enrolled in pension toggle. Then, choose Opt Out.
4. Enter the effective opt-out date, and tap Save.
   

    

If the Opt-out option is still unavailable, you can navigate to the Advanced dropdown and select Yes the same as what you’re seeing as per your verbatim. After that, press the Save button to finish. That way, we can exclude this employee from the pension and run payroll successfully. 

If the issue persists, I recommend contacting our Payroll Support Team. Doing so will give our phone support an option to thoroughly check your account and initiate a further investigation to see why you’re unable to exclude an employee for pension.

Additionally, QuickBooks offers a variety of payroll reports. This will give you a more thorough picture of the gross pay, deductions, and tax data for your employee over a specific time frame. For a comprehensive list of available payroll reports and instructions on how to get them, please visit this article: View reports in QuickBooks Online Standard Payroll.

You can always post if you have more concerns about employee management or running payroll transactions. I’m just a post away, and take care!