Add A Pension Opt Out Date

1. Click ‘Employee’ on the navigation bar.
2. Click ‘All Employees’ from the drop-down menu.
3. Click into the contractor’s name.
4. Click on the ‘Payroll’ tab, and select the pencil on the auto enrolment tile.
5. Enter an ‘Opt out’ date.
6. Click the tick in the corner of the tile to save.

Note: If opted out of the pension within 30 days of enrolling; any deductions taken in this period will be automatically refunded to the contractor. 

Opt-out date should be on or after their last pay date to include all contributions.