Enables you to enter the data required to generate periodic pension benefit payments for retired employees via the Payroll module.

Before you can set up a pensioner’s payment details, the person must have been recorded as a pension scheme member. If an employee record exists for the person on the Payroll module, you normally link the member number to this record. However, if a pensioner is still being paid as an employee, you must set up separate employee and member records. That is, you treat the pensioner as two separate people: one who is an employee, the other a member.

Note: You can use Tax Code Detail to enter or change a pensioner’s tax code if required.

General

Employee Number

The employee number of the member you selected. If you create a new member record, the system offers the member number as the default for the employee number, if this has not previously been used on ResourceLink.

Pensioner Payee Start Date

The date on which the member became a pensioner.

Pens Payee End Date

Display only. A date in this field shows that the pensioner’s benefits have been terminated. The date is derived from the Pensioner Payee End Date field in Pensions Termination.

Pay Group

Pensioner’s pay group.

Ctrl Group

Pensioner’s control group.

Last Paid Year

Display only. If you have created the pensioner’s record from an existing member or employee record, this shows the last year in which the pensioner was paid as an employee.

Last Paid Period

Display only. If you have created the pensioner’s record from an existing member or employee record, this shows the last tax period in which the pensioner was paid as an employee.

Last Paid Date

Display only. If you have created the pensioner’s record from an existing member or employee record, this shows the last date on which the pensioner was paid as an employee.

Pay Type

Display only. The pay frequency associated with the pay group’s tax period set – for example, weekly, monthly.

Pay Method

Enter the ID of method by which the pension is to be paid, or select one from the drop-down list. The options are set up in the PAYMTD narrative category.

Suspended Flag

Enter Y only if you want to prevent generation of the pension payments in pay runs.

Account Details

Click WINDOW to display Bank Account Maintenance, where you can maintain details of the bank or building society account to which the pension payments are to be sent.

If you do not enter account details here, but account details already exist for the member’s employee record, pension payments will be sent to the employee bank account. That is, you do not need to enter details here unless you want pension payments to be sent to a different account to that specified for the employee record.

MD606S30