Backdate pension contributions

You may need to backdate pension contributions if:

• An employee opts-in to your pension scheme with a past set date, or after payroll has been confirmed.
• An employee wants to increase their contribution rate with a past set date, or after payroll has been confirmed.
• The enrolment date was set incorrectly, and must be backdated to ensure compliance with automatic enrolment legislation.

How to backdate pension contributions

1. Calculate the employee and employer’s contribution for the missed payroll cycle(s), and add it to the current payroll cycle’s contributions.
2. From the left side bar, select Employees.
3. Click on the relevant employee.
4. Navigate to the Pension tab.
5. Toggle Customise contributions for this employee.
6. Change the unit of contribution from % to £.
7. Add the GBP value of the calculations from Step 1 to the Employee Contribution and Employer Contribution.
8. Check the Employee’s payslip preview to ensure the contributions have been updated by navigating to Payrolls > relevant payroll cycle > relevant employee.
9. Once the payroll has been submitted, toggle Customise contributions for this employee off by navigating to Employees > relevant employee > Pension.