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feprimafi-gmail-
January 30, 2024
Question

Hi. How to opt out employees in QBO, if they they already opted out from the pension provider? I couldn't find the option "opt out".

  • January 30, 2024
  • 1 reply
  • 0 views
The only possible choices I found were the worker categories: eligible, not-eligible, entitled and not assessed. And for the workplace pension: active, auto enrolment postponed, none of the above. The workplace pension is already set up and the workers enrolled.
Thanks.

1 reply

L
LeizylM
January 30, 2024

I understand the importance of opting out employees in QuickBooks Online (QBO), feprimafi. I'm here to share insights about this. 

 

In QBO, once the employee has been enrolled into a pension, you have the option to opt-out. 

 

Here's how:

 

  1. Go to Payroll and choose Employee.
  2. Click on the employee's record.
  3. Select Workplace Pension.
  4. Turn off the Enrolled in pension toggle.
  5. Choose Opt Out.
  6. Enter the effective opt-out date.
  7. Save.

 

If your employees have opted out or ended their membership, you need to run an assessment every 3 years to find out if they should re-enroll. You can choose any date that falls within the given period to assess employees who have opted out or ceased membership. 

 

Here's how:

 

  1. Go to the Gear icon and click Payroll then Re-enrolment date.
  2. If you want to re-enroll your employees automatically, select Yes.
  3. Choose the re-assessment date.
  4. Once done, click Save and Done.

 

I've added this article to learn more about how to opt out of a pension scheme in QBO: Opt and Employee out of a pension scheme.

 

Keep your posts coming if you need more help about opting out employees in QBO. I'm always here to help. Have a great day. 

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