Hey there, kerrikitto.
Welcome aboard in the Online Community. I want to ensure you can set up and run payroll smoothly.
Just to clarify, after completing the paperwork did you updated the employee’s profile? While I wait for your response, let’s review and make sure the Auto enrolment status is also opted out.
Here’s how:
Just in case, check out this article for future reference: Auto Enrolment for workplace pensions.
There you go. These steps should get you pointed in the right track.
Let me know how this turns out. I want to make sure this is taken care of. Have a great day ahead.
Hi,
Is this case with Payroll Advanced too.?
When adding (migrating from desktop) say they are in the pension scheme but put an opt out date in?
I have pension synced so my first payroll run is going to be a challenge on all fronts :-) Should I have just gone the manual route to start off and upload a csv file to them using their gateway as I do now.?
Thanks
Welcome to the thread, @MrPlunk.
If you feel comfortable manually doing that, then yes you can do it. But I think to do it in QuickBooks will be much easier and time-saving.
On the other hand, to opt-out the right out an employee, here's what you'll need to do:
If you have any other questions concerning QuickBooks, let me know by commenting below. I'm here to offer additional assistance. Have a good one.