How do I perform a payroll pension refresh?

Within Cintra iQ, you can perform a Payroll Pension Refresh if any of your schemes have banded contributions based on annual earnings. This enters the correct band in the employee records. You can perform the refresh outside of Auto-Enrolment.

 

To perform a payroll pension refresh

1. Navigate to the Payroll Pension Refresh window.
   Go to Cintra iQ: Payroll Tools> Pensions> Salary Related % Refresh
2. Select the desired Pension Scheme.
3. Select the desired Pension Scheme Part.
4. Select the desired Payroll.
5. Select the All Employees Changes Only option in the Refresh for section.
6. Enter the Effective Date of Contribution Rate Change.
7. Click the Refresh button. The details appear in the Contribution Rate Change Summary pane. 
   
8. Click the Commit button. The correct band percentage is displayed in the employee's contribution.
   1. Go to Cintra iQ: Employment record> Forms> Expenses/Benefits form. 
   2. Navigate to the Pensions & Benefits Schemes tab. 
   3. Select the desired Scheme Membership. Its contribution records appear in the Contributions pane. 
   4. Open the desired contribution record. The Edit Standing Pension Contribution form appears. 
   5. Navigate to the Percentage field. The band percentage is displayed.

Cintra iQ has an Auto Enrolment (AE) facility, which takes you through the process of amending a pension scheme set up, defining which payment headings are pensionable and which headings are classed as Qualifying Earnings, running an assessment, and enrolling employees into the relevant Auto Enrolment scheme. Cintra iQ can also manage Opt ins and Opt outs.

 

If any of your schemes have banded contributions based on annual earnings, you need to perform a Payroll Pension Refresh for auto enrolled employees. This enters the correct band in the employee records.

 

To perform a refresh

1. Navigate to the Pension - Auto Enrolment window. 
   Go to Cintra iQ: Payroll> Payroll Tools> Pensions> Auto Enrolment 
2. Once a new employee has been enrolled, perform the following:
3. Click the Refresh Salary Related % button. The Payroll Pension Refresh window appears with an Auto Enrolment message, specific to your set up, stating: There have been Auto Enrolments and Salary Related Pension Contributions in the Payroll Period, (date, payroll), for the Assessment Period from (date) to (date) for the following Pension Schemes and Parts: ( name of pension scheme and parts).
4. Click the OK button.
5. Navigate to the Payroll Pension Refresh window. 
   
6. Select the desired Payroll.
7. Select Employee Auto-Enrolled in Period in the Refresh for section. The Effective Date of Contribution Rate Change and Annual Hours fields are populated.
8. Click the Refresh button. The details appear in the Contribution Rate Change Summary pane.
   
9. Click the Commit button. The correct band percentage is displayed in the employee's contribution.
   1. Go to Cintra iQ: Employment record> Forms> Expenses/Benefits form. 
   2. Navigate to the Pensions & Benefits Schemes tab.
   3. Select the desired Scheme Membership. Its contribution records appear in the Contributions pane. 
   4. Open the desired contribution record. The Edit Standing Pension Contribution form appears. 
   5. Navigate to the Percentage field.