How do I add a pension adjustment?

If you need to add an adjustment for an employee’s pension contributions, you will first need to navigate to the Pensions tab from an employee's record:

From here, select the relevant Employer or Employee option and click Add. You will then need to select the required Job Role and Pension Scheme and to then enter a monetary value, or required percentage rate:

If you are adding a monetary value for an arrears, the amount should be a positive figure – conversely, if it is a refund then a negative value should be input (.e.g. -£1). Click Save and this adjustment will be processed in the selected pay period and will be visible on the Pensions tab once the adjustment has been saved.

The Notes tab on the employee’s record can be used to keep a note of the reason for the adjustment for audit purposes.