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November 29, 2023
Question

I want to add an existing employee to a workplace pension scheme. Scheme details all set up but I dont see how to add the employee or change their status as "not assessd

  • November 29, 2023
  • 1 reply
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I want to add an exitsing employee to a workplace pension scheme.  Pension Scheme details all set up but I dont see how to add the employee or change their status as "not assessed"

1 reply

November 29, 2023

Thanks for posting on the Community, @kevin-klineconst 

 

On QuickBooks Standard Payroll, if an employee has been included on a previous pay run as not assessed this cannot be changed. The options would be to roll back to the start date of that employee within QBO and set it to something that is not "Not Assessed" (eligible/non eligibele/non-entitled), then re-run the payroll back to date and add the pension when it comes into affect; or to migrate to QuickBooks Advanced Payroll (please note that the payroll would need to be set up with year-to-date figures).