To setup the self defined Auto Enrolment (AE) Pension settings, click the Pension button located in the horizontal tasking zone. Please follow the steps below:
Road Map - To Setup self defined Auto Enrolment (AE) Pension settings
Step 1: Go to the Pension Menu in the tasking Zone and select the Submenu "Auto enrolment pension (AE) setup".
Step 2: Choose the pension provider.
Step 3: Click on the "Additional AE Pension settings" link.
Step 4: Click on the 'Add New Pension Scheme' button.
Step 5: Enter self defined pension details and click on 'Save' button.
Pension -> Auto Enrolment Pension(AE) Setup -> Select the Pension Provider -> Click on Additional AE Pension settings Link -> Click on 'Add New Pension Scheme' button -> Enter self defined pension details ->Click the Save button.
( The'Pension'button is located in the horizontal tasking zone at the top. It is the third button from the Right)
Assign Pension Scheme:
You can assign pension schemes to an individual employee or to a batch of employees. Click on the links below to find out how to assign pension schemes.
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