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February 14, 2020
Question

How to opt into a pension fund

  • February 14, 2020
  • 1 reply
  • 0 views

Hi,

I've recently set up a small business and we only have a few employees set up.  No-one is currently paid enough to be eligible for auto enrolment but we would like to opt into a pension scheme.  I've set up a pension with NEST and input the details into Quickbooks but it isnt giving me the option to opt employees into it.  When I look at the employees screens it details them as not assessed but there isnt anything there for me to change to opt in individuals and I can't see anything in the settings that would enable this???

Any help much appreciated.

1 reply

February 14, 2020

Hello Rach1, 

 

Thanks for your post and welcome to the QuickBooks Online Community. 

 

So we can advise on how this can be done, can you confirm which version of the payroll you are using - Standard or Advanced? 

 

If you are unsure on how to check this let us know so I can guide you on this - thank you. 

Rach1Author
March 2, 2020

Hi,  I'm using the standard version.

 

Thanks

 

Rachael

March 2, 2020

Hello Rach1, 

 

In your standard payroll, if you click into employees>click into an employee>scroll down to workplace pension> click into workplace pension>in this sections you should have drops down there to choice for your pensions. If you dont I advise you ring this number and speak to one of our agents on the phone who will be able to set up a screen share and have a look into why it is not giving you the options. The number to ring is 0808 234 5337.