What's covered in this guide?:
Pension Setup
Pension Setup
Set up your pension provider and contribution details under Payroll > Payroll Settings > Pension Providers:
Name of the Pension Provider
Employer Number (if applicable)
Employee contribution (%)
Employer contribution (%)
Opt in/out for 'Automatically assess new staff for enrolment'*
💡Note: If opting into 'Automatically assess new staff for enrolment', Workforce will assess any new staff for enrolment as per the conditions for 'Joining a workplace pension'.
Staff Profile
Pension Provider Memberships
This is where you link an employee to their pension provider.
Payroll Pension Provider: Select the pension provider from a list (e.g., Nest, The People’s Pension, etc.).
Member Number: This is the unique identifier for the employee within the pension provider’s system.
Example:
Payroll Pension Provider: NEST
Member Number: 123456789