UK Payroll-Functionality Of Opt-out Date In Pension Auto-Enrolment Program (Doc ID 2190261.1)

Last updated on OCTOBER 05, 2024

Applies to:

Goal

How the following scenarios on Pension Auto-Enrolment process to be handled?

Scenario 1- Employee got enrolled in the scheme on 01-Jan-2016, and choose to Opt-out on 30-Jun-2016. So, in Pension Information element - Date - 01-Jan-2016 and Opt-out date 30-Jun-2016.
Now, if the Payroll is run for the month of Jul-2016, it will process the Contribution elements of the Pension scheme and there will just be a message in Payroll Messages that the employee has already Opted-Out.
So putting the Opt-out date just give the message ? The contribution entries will have to be end-dated manually?

Scenario 2- Employee got enrolled in the scheme on 01-Jan-2016. The payroll is already run till July-2016 and then employee chooses to Opt-out on 30-Jun-2016.
How can this back-dated payment be adjusted ?

Solution

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