To set a pension scheme for an employee in Clear Books Payroll:

Step 1.


From the Payroll navigation, select Employees > View.

Step 2.


Select the name of the employee you wish to edit.


Step 3.


Select Pension details from the left hand side menu


  1. Select Enrolled in qualified pension scheme or Enrolled in pension scheme from the Auto enrolment status drop down

  2. Select a scheme from the Pension scheme drop down

  3. Input the date the employee joined the pension scheme in the Date joined scheme field. If you are unsure of the date, please contact your pension provider
    Pension details section of Clear Books Payroll
  4. Set the Employee's pension contribution (%)*. If you are unsure of the contribution amounts, please contact your pension provider

  5. Set the Employer's pension contribution (%). If you are unsure of the contribution amounts, please contact your pension provider
    Pension details section of Clear Books Payroll
  6. Click Save


* Clear Books Payroll supports the government tax relief where the government pay 20% of contributions and the employee pays 80%. This is automatically taken into account for relief at source schemes, when calculating deductions so in the Employee's pension contribution (%) field, still enter the full % amount (1% until 2017).


For example, if the overall employee contribution is 1% enter this amount to Clear Books Payroll and Clear Books will only deduct 0.8% from the employee to account for the government tax relief.


When using salary sacrifice, the contributions % is based upon the nominal salary.


Technical support is available from Monday to Friday, 9 - 5.

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