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There are a number of reasons you may need to backdate pension contributions, we have a few examples below.
- The employee may wish to 'Opt-in' to your pension scheme with a date set in the past, and/or after payroll has been confirmed.
- The employee may wish to increase their contribution rate with a date set in the past, and/or after payroll has been confirmed.
- The enrolment date was set incorrectly, and may need to be backdated to ensure you remain compliant with automatic-enrolment legislation .
Adding them to Pento
To add a backdated contribution to Pento, you will need to follow the steps below
- Calculate the Employee & Employer (if applicable) contribution for the missed month/s.
- Add the difference to the Current month's contribution to get the total.
- Change the Contribution type from a % to a value £ on the Employee's Pension profile to the total from step 2.
- Enter the monetary value to replace the current % e.g. in the example above, you would overwrite 5.00 to the monetary value.
- Check the Employee's payslip preview in the payroll draft to ensure the contributions have been updated.
- Change the Contribution type back to a % once the payroll has been submitted.