How do I assign pension groups to pension scheme members?

Once you have Automatically Enrolled your employees into a scheme, you will need to assign a Pension Group to each new member. This allows you to Group employees together by different levels of contributions, different pay reference periods, locations etc. This allows you to have multiple Groups.

 

To assign each group to pension scheme member

1. Go to: Employment record > Forms > Expenses/Benefits. The Expenses/Benefits form appears.
   
2. Click on the Pension & Benefits Schemes tab.
3. Select the desired group from the Pension Pay Group drop-down list.
4. Click the Apply button.
5. Click the OK button.
6. Continue to assign the group to all members of the various Pension Schemes. You are ready to generate the Pension Provider files.