Adding/Amending Pension Schemes

1) To add a new Pension Scheme – select Employer > Pension Schemes on the menu toolbar, followed by Add:

a) Under Name and Reference / policy number, enter the name and reference/ policy number of the pension. Select the type of scheme it is from the options available under Scheme Type. An optional facility is also available should you wish to set up Default Contributions. When an employee is subsequently added to the pension scheme, these contributions will be applied by default. They can however be changed for each employee as required. 

b) Click Save when all relevant fields are completed.

2) To view or edit a Pension Scheme – select Pension Schemes on the menu toolbar. Select the pension scheme from the listing and view/ amend accordingly. Click 'Save'.

3) To delete a Pension Scheme – first select Pension Schemes on the menu toolbar. Select the pension scheme from the listing and click 'Delete' on the menu toolbar. Click Yes to confirm you wish to delete the pension scheme.

For more information on setting up Pensions please click here.