1. From the Payroll navigation, select Employees > View

  2. Select the name of the employee you wish to edit

  3. Select Pension details from the left hand side menu

  4. Select Entitled worker joined from the Auto-enrolment status drop down

  5. Select the pension scheme that the entitled worker is on from the drop down menu in the in the Auto enrolment section of Pension details

  6. Enter the date they joined in the Date joined scheme date field

  7. If you are choosing to contribute, enter your contribution percentage in the Employer's pension contribution (%) field

  8. Enter the entitled worker’s contribution percentage in the Employee's pension contribution (%) field

  9. Enter the Date opted in under the Delay enrolment section

Check with your pension provider for the correct percentage of contributions as different pension providers will have different requirements.

By law you must enrol the employee into a pension scheme - this must be done directly with the pension provider. Please speak to them if you are unsure how to do this.