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htwydell
Level 2

Wrong Pension Scheme Set Up after Migration to Advanced from PaySuite

Hi. I ran my payroll for the first time this month using Quickbooks Advanced Payroll where had previously been using PaySuite (now discontinued). Quickbooks kindly migrated the data over and set up 3 pension schemes for the three different rates of pension contributions; however, after I ran payroll and set up Pensionsync it was pointed out to me that I should have imported data from Pensionsync/Pension Provider and had the 1 company scheme with 5 plans and that the pension plans that were migrated over were wrong.

 

I have edited all employees and put them on the correct scheme/plan so noone is now on the incorrect scheme but when I go to delete the incorrect pension schemes I get an error saying "Delete failed, there are employees associated with this scheme". 

 

Do I need to delete the entire payrun and then resubmit in order to get my employees onto the right scheme/plan? If so, I have already submitted my FPS to HMRC so how does this work - do I just submit an EPS?

 

Anyone have any idea?

3 REPLIES 3
GeorgiaC
QuickBooks Team

Wrong Pension Scheme Set Up after Migration to Advanced from PaySuite

Hi htwydell,

 

Thanks for detailing the issue so well there - was the first payroll submitted to the provider using PensionSync? 

 

To get the correct pension plan deducting from the first payroll you would need to rollback and re-run this period, and then resubmit the FPS as a correction to overwrite the earlier submission. 

 

Thanks 

 

 

htwydell
Level 2

Wrong Pension Scheme Set Up after Migration to Advanced from PaySuite

Hi GeorgiaC, and thank you for your reply.

There isn't a roll back option in Advanced Payroll. That was a PaySuite option. After being on the phone to QB for nearly 1 hour, I was told to delete the payrun completely, un-assign all pensions from each employee then delete the pension schemes that are not in use but I still get the same error message: "Delete failed, there are employees associated with this scheme". But no employees ARE associated with the scheme. Unless it is using old PaySuite information still where they were?? 

But surely, this is the whole point of Advanced Payroll in that you can delete old unused schemes upon migration?

Am awaiting another call back but have spent so much time on this already that I'm losing the will a bit.....

GeorgiaC
QuickBooks Team

Wrong Pension Scheme Set Up after Migration to Advanced from PaySuite

Thank for getting back to me htwydell,

 

I'm pleased you were able to speak to a member of our team about this. Yes the correct way to rollback in Advanced would be to unlock and then delete the pay run itself, and re-run this to allow any changes made within the settings to take effect. 

 

Have you tried clearing the cache on the browser or signing in via an incognito window since re-assigning the employees to see if there is a cache issue causing this message?

 

Thanks again 🙂

 

 

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