With Paycircle you can set up as many workplace pensions as you need and, so long as the provider is one that Paycircle can connect to, you can set up automatic assessments and submissions for every time you process payroll.
In this article, we explain how to set up additional schemes. We also have an article that explains how to set up a single scheme.
Add an additional workplace pension
Click Pensions then click +Add pension.
Select one of the following options:
AE Pension
Non-AE Pension
Click Next then enter your pension settings.
If you're unsure of any of your pension settings, contact your pension provider.Once complete, click Create pension.
Add team members to the additional scheme
To correctly assess the appropriate team members, select all the team members that you need to associate with the scheme, including those who aren't yet eligible, or who've opted out or ceased making contributions. You can't add team members to the new scheme if they're already associated with another scheme, or marked as excluded.
Note: If you have more than one workplace pension, there's no default pension setting. You need to add all team members to one of your workplace pensions or mark them as excluded.
To add team members to the scheme, follow the steps below.
Click Pensions then, for the relevant scheme, click the action cog ⚙️.
Click Add team members then select the relevant employees.
Click Add to pension.
View your pension reports
Every time you run a payroll, you can view and download the pension reports for each provider. There's also a top-level pension report for all team members across all of the pensions. You can do this from both the Current period reporting area and the Reporting area. You can also access the historic pension reports from the History area.