This guide will cover how to access and configure the pension settings for your staff members on an organisation wide and individual basis.
1
In the Administration of Care Control Windows, navigate to the Manage Pay Rates tool, which can be found under the Time & Attendance tab.
2
A new window will open. Here a breakdown of pay rates and other details are shown for each staff member.
In the blue shaded box on a staff members page, there are some options related to pension contributions. You can make changes here on an individual basis, simply press Update Changes after making any amendments.
3
You can find organisation wide options within the payroll settings, under the Pension Settings section.
Each of the settings are explained below. Remember to Save Settings after making any changes.
Setting
Description
Default Auto Enrolment
When a staff member is added to the system is the default behaviour to enrol them onto the company pensions.
Auto Enrolment Delay
As a business you can choose to delay enrolment by up to three months if you wish. The default is a 90 day delay.
Employer Contribution
The current minimum is 3% for employers to contribute.
Employee Contribution
The current minimum is 5% for the employee to contribute.
Lower Earning Limit
This is the lower earnings limit per week of National Insurance contributions. Any monies below this limit does not form part of your pension calculation.
Upper Earning Limit
This is the higher earnings limit, per week, of National Insurance contributions. Any monies above this limit does not form part of your pension calculation.
Tax Relief
Currently set at 20%, the employee receives this on any contributions. In reality this reduces their contribution to 4%.