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All new starters must be manually enrolled into the pension scheme from their Employee record once they have been added to Pento.
First you need to access the Employee List and select the relevant Employee. You then need to select the Pensions tab and select the Set pension status button.
The following modal will pop-up:
Select the correct option:
- Enrol new employee
If you are using one of our automated pension integrations, this option will appear and allow you to enrol the employee into the scheme in the current month.
- Already Enrolled
This is for employees already enrolled in your pension scheme.
- Postpone Pension
This will enrol new employees with a postponement period, you can define the postponement length by selecting this option.
This option is for existing employees who have opted out of the pension scheme.
Once enrolled, options for the employees contribution rates will appear:
Watch a video demonstrating one of the examples above here.
When we can't enrol an employee
If you have attempted to auto-enrol an employee using one of our automated pension integrations, and receive an enrolment failure message, then you will need to check the following:
- No special characters are used in names or addresses.
- Employee ID is complete.
- Email address is complete.
- City, Country, and Post Code are all complete.
- Address lines 1 and 2 don’t exceed 35 characters.
If you have confirmed all of the above are correct, and are still running into a problem, please reach out to our customer support team.