Hi there, FrankH.
You might have set up the staging or duty date incorrectly in QuickBooks Online (QBO). I'm here to help check it for you.
The start date of your employee's pension relies on the staging or duty date entered. This is when your auto-enrolment duties begin for you as an employer.
To check the date, please follow these steps:
For visual reference, I've attached some screenshots below.
These articles will provide you further information:
That should do it. Let me know if you have further questions. I'm always here to answer them.
Thanks for your prompt reply. I set up Auto-enrolment last year - our staging date was 1/11/2017 and our Auto-enrolment date was 1/1/2018. At that time we only had 1 employee and she opted-out - she went on maternity leave and decided not to return - so is marked as a leaver 1/3/19. We have employed a replacement and she started 1/4/19 and ran her first payslip for April - she initially thought she would opt-out but has now decided to stay in. As legally required we enrolled he in our AE scheme (NEST) with a start date of 1/4/19 i.e. no postponement.
So AE is all set up in PaySuite: if I do the steps 1 and 2 I don't see a Setup Wizard - presumably because I have completed the setup. (screen shot attached) Looking at your screen shots I guess when I did the setup I entered the 'postponement date for all new starters' as 2 months. How can I change this?
Yes the postponement is completed at set up stage for the pension. How many periods have you ran which should have had the pension in?
Can you go to employees>click on that employee>click on auto enrolment>
Can you provide a screen shot showing worker status,so we can look into this further for you.
Thanks again for prompt reply. This employee started 1/4/19 and I ran the payroll without pension for April which is ok as she changed her mind and a 1 month postponement is understandable.
I have attached a screenshot as requested and it shows her AE date as 1/6/19 - I would like to change this to 1/5/19 so when I run payroll for this month AE gets calculated and deducted.
Thanks for the screen shot.in the section with worker status in the screen shot, can we ask if you can click on the opt in on that employee and then save, then if you check if the AE is calculating and deducting for this Employee.
Let us know how you get on.We can go through an alternative option if this does not calculate
Yes - the Opt-in selection caused the calculation and deduction correctly.