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4755. Setup and Assign AE Pension Scheme.
 

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.
 
Click to view Pension Setup Demo:
How do I add new pension scheme under additional self defined Pension settings?
How do I Setup Auto Enrolment Deferment Policy Setup?
How do I Setup a Minimum compliance Auto Enrolment(AE) Pension?
Click to view Assign Pension Scheme Demo:
How do I Assign Pension Scheme to Employees in Batch?
How do I Assign Pension Scheme to Individual Employee's?