Enables you to specify the scheme to which an employee belongs if they are a member of a company-operated pension scheme. Multiple pension schemes can be entered against an employee’s record, although they can only belong to one scheme at a time, so the scheme start and end dates of one must not overlap with those of another.

Note: You cannot delete type 10 scheme details for an employee if the scheme has associated post details. You can delete post details using the Delete Post button in Scheme Details. Alternatively, if you delete the fixed pay element associated with the scheme / post combination and there are no other occurrences of the pay element or pay period values, then the post details are automatically deleted for the scheme.

Before you use this screen, the pension schemes you want to specify must already be set up using Pension Schemes.

General

Member Number

Enter the employee’s membership number in the pension scheme. The number you enter is not validated by the system.

CEP Date

Enter the date the employee received their Certificate of Earnings Paid (CEP) if applicable. The CEP is given to an employee when they retire.

State Retirement Date

Display only. The employee's state retirement date and age based on their date of birth.

Retirement Date

Enter the employee's actual retirement date if known.

Date of Birth

Display only. The employee's date of birth and age.

Use Alt PRP for AES

Select this check box if the employee is a weekly employee who is paid monthly. When this check box is selected, alternative pay reference periods are used for auto enrolment processing of this employee. This setting defaults to the setting in Statutory Detail against the employee's control group. Alternative Pay Reference Periods are set up in Create Tax Calendar Sets.

Multiple Cont AES

This check box is only displayed if the employee's control group permits Multiple Contract AES employees, the employee has multiple concurrent posts and they are not currently in the payroll. Select this check box if the employee is classed as a Multiple Contract AES employee. When this check box is selected, enrolment details are created for all the employee's posts and this setting cannot be changed. If they have already enrolled, you can choose to copy existing enrolment details to their main post or all posts.

Post Based Pension

This check box is only available for Jersey legislation employees.

Select this check box to indicate that the pension contributions for the employee will be calculated at a Post level. The check box will be disabled if this feature has been activated at a Control Group or System-wide level.

Overseas National Awaiting NI Number

Select this check box if the employee is an overseas National who is waiting for a National Insurance number.

Tapered Date

Enter the employee's Alpha scheme Tapered date. Only visible if configured in CSP Employer Codes.

Part 1 IHR Application

Select this check box if the employee is the subject of a Part 1 Ill Health Retirement (IHR) Application.

IHR Rejection Date

Enter the date when the employee's IHR was rejected.

Paging Area

Scheme

Enter the ID of the pension scheme to which the employee belongs (or belonged, if historical details are being entered) or select one, by clicking WINDOW to display Select Pension Scheme.

Start Date

Enter the employee’s start date under this pension scheme, that is, the date from which rights under this scheme began to accrue. For an auto enrolment type scheme, this must be the first day of the pay reference period.

Date Left

Enter the date on which rights ceased to accrue under this scheme if the employee is no longer a scheme member. Once entered, this date can only be removed if the employee's end date has also been removed. Upon removal of this date, the membership end date and reason are automatically removed from the associated auto enrolment details.

Note: The start and end dates of one scheme cannot overlap with those of another scheme: if they do a warning message is displayed and you must change one or more of the dates or cancel the operation.

Min Gross

Enter the minimum gross amount of income to be used by the system when calculating the pension scheme deductions to make from the employee’s salary payments. The figure is period-based, that is, it represents the minimum gross payment to be made each payment period. So for a monthly paid employee it is their monthly salary amount, for weekly paid employees, it is their weekly salary, etc.

Any figure entered here is used by the system when calculating the contribution amount, even if the employee’s actual gross salary payment on any occasion amounts to less than this figure (for example, if they take unpaid leave).

Additional

Click EXPAND to display the following fields:

Pension Scheme

Display only. The description of the selected pension scheme.

Reason for Leaving

Enter a code to indicate the reason for the employee leaving the pension scheme, or select one by clicking window to display Narrative Category Search. The options are set up in the PENLV narrative category.

Reference Number

Enter an additional reference for the employee in the pension scheme, if required. This is separate and in addition to the Member Number entered in the main area of the screen.

Buttons

Notes

Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.

User Fields

Click this button to display Simple User-Defined Field Data if user-defined fields have been set up by your system administrator. These are extra fields used to record additional information that are specific to your organisation.

MD78S1