Set an employee to have their pension deductions refunded

1. Click the ‘Employees’ tab in the menu bar.
2. Click on the reference of the employee whose pension deductions you wish to refund.
3. Click ‘Edit’.
4. Select the ‘Payroll Details’ tab from above the employee details.
5. Enter a date alongside ‘Pension Opt Out Date’.
6. A pop-up will appear asking, ‘Do you want to refund all of the pension deductions which have been deducted from this employee?’.
7. To refund pension deductions, click ‘Yes’.
8. Click ‘Save’.
9. This refund will then appear in ‘Regular payments’ in the employee’s details.

• The auto-refund option will only appear if the opt-out date for the employee is within 60 days of their enrolment date.