Adding a pension scheme to an employee

If you’ve created a pension scheme in Sage One, you don’t need to wait until your automatic enrolment staging date to assign your employees to this scheme and start processing their pension contributions. Once you’ve added it, the deduction automatically appears on the employee’s pay in the current pay period. It continues into future pay periods, unless you choose to delete it.

If you haven’t already set up a pension scheme, you can get help with creating pension schemes.

To assign a pension scheme to an employee

You can add a new pension scheme deduction to an employee when you process their pay.

Each employee can have only one pension scheme deduction, so if there’s an existing pension scheme you must remove this before you can add a new pension scheme deduction. The Add a new Workplace Pension option will not appear if the employee already has a pension scheme deduction.

  • 1. Pay Runs tab > Process Pay Run.
  • 2. Continue with the process as normal until the Edit Pay stage > enter all usual payments and deductions.
  • 3. Add Deduction > Add a new Workplace Pension.

This option is only available once you’ve created at least one pension scheme.

  • 4. Pension Scheme > select the pension scheme you want to use.
  • 5. Group > select the required group. This option automatically shows the default group you’ve set for this pension.

A group is a collection of workers who share the same contribution levels, earnings basis, pay frequency and payment due dates.

  • 6. NEST pension schemes only – Payment Source > select the required payment source. This option automatically shows the default source you’ve set for this pension.

The payment source is the way in which you pay your contributions. Workers assigned to a payment source share the same payment method for their contributions, person who authorises the payments and company bank details for payments, refunds and fees.

  • 7. To add the deduction > Save.
  • 8. If required, repeat the process for any other employees who should be assigned to a pension scheme.

To delete a pension scheme deduction for an employee

  • 1. Pay Runs tab > Process Pay Run.
  • 2. Continue with the process as normal until the Edit Pay stage.
  • 3. Locate the pension scheme deduction you want to delete > click the delete button, .

Let us know what you think...