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All new starters must be manually enrolled into the pension scheme once they have been added to Pento. To do this, you will need to follow the steps below:
- Navigate to Employees from the left sidebar
- Search for the relevant employee
- Select the Pensions tab
- Select Set pension status
- The following modal will appear:
- Select the correct option:
- Already Enrolled
This option is for employees already enrolled in your pension scheme or if you are not using one of our automated pension integrations, and do not have a postponement period, you should select this option for new employees and select their start date as the enrolment date.
- Postpone Pension
This option will enrol new employees with a postponement period, you can define the postponement length by selecting an end date within the modal. Selecting this option will postpone assessment not enrolment
This option is for existing employees who have opted out of the pension scheme.
- Already Enrolled
Watch a video demonstrating one of the examples above here.
Please note - All new eligible employees must be enrolled before they can opt-out of the pension scheme. You can refer to our help article Pension Duties for further guidance on opt-outs
Once selected, you will need to choose the Pension provider and Pension type. The dropdown menu for both will be populated with the schemes you set up at the company level. For guidance on setting up pension schemes in Pento, you can refer to our help article How to Add a Pension Scheme to Pento.
Once you have entered the relevant information, select Set enrolment status.
Once enrolled, you will see a screen similar to the below:
If the employee's contribution rates differ from the company standard, you can amend them here.
If an employee contributes a fixed amount rather than a percentage, you can use the dropdown menu to the right of the contributions to select a monetary value instead.
Once you have amended the contribution rates, select Save changes.
Please note - If you have just transferred to Pento and your previous payroll provider has already added postponed employees to your pension provider portal, then you will need to select Already enrolled, otherwise you will receive an enrolment failure message
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.
For further guidance on Employees who have been assessed as non-eligible, please refer to our help article Pension Duties