Skip to main content
May 5, 2020
Question

How do I mark an employee's record to show that she has opted out of the pension scheme, to remove the permanent warning on the Employees tab?

  • May 5, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

May 5, 2020

Hi there, sheila27.

 

I'll provide some information on how to mark an employee's record to show she has opted out of the pension scheme.

 

If you're using the Standard payroll and didn't run a payroll yet, you'll have to go in the workplace pension page. From there, you can opt-out the employee.

 

Here's how:

 

  1. Click the Employees menu.
  2. Select the employee that you want to opt-out.
  3. Scroll down to Workplace pension and then, click it.
  4. Click the Opt-out radio button.
  5. Hit Save.

 

However, if payroll is done, exclude the employee to show he has opted out. For additional information, you can check this article: QuickBooks Online Standard Payroll Hub.

 

If you're using the Advanced payroll, please follow the steps below on how to opt-out an employee.

 

  1. Click the Employee menu.
  2. Select the employee that you want to opt-out.
  3. Go to the Pension Setting. Then, select Opt-out by clicking the radio button from the pension scheme.
  4. Hit Save.

 

For additional details, you can refer to this article:  QuickBooks Online Advanced Payroll Hub. This also provides information on how to manage and run payroll for your employees.

 

Please click this article on how you can track all your pay run processing steps by allowing you to set up recurring and one-off pay run tasks that can be applied to the entire pay run or specific employees: Pay Run Tasks.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.