Employees being marked as incomplete in Paycircle often arise due to missing or incomplete pension information. This article explains common causes for this issue and provides actionable solutions to resolve it effectively.
Common causes of incomplete employee status
Several factors may cause employees to appear as incomplete in Paycircle
Enrolment and Opt-Out Dates for the People's Pension: Employees who have opted out of the pension scheme need both their enrollment date and opt-out date entered to be marked as complete.
Exclusion from Automatic Enrolment (AE): Employees excluded from Automatic Enrolment (AE) pensions need to be enrolled in a non-AE scheme to complete their records.
Missing Pension or Profile Information: In some cases, the incomplete status arises from missing pension-related data or Year To Date (YTD) information in the employee profile.
Resolve incomplete statuses
To ensure employees are correctly marked as complete, follow the steps below.
1. Enter pension enrolment and opt-out dates
Navigate to the employee's profile in Paycircle.
Add the relevant pension enrolment date and the opt-out date for employees who have opted out of the pension scheme. This step ensures the system recognises the opt-out process as complete.
2. Enrol employees in a non-AE scheme
If the employee is excluded from Automatic Enrolment (AE), enrol them in a non-AE pension scheme to resolve their incomplete status.
3. Verify Missing Information
Go to the employee's profile under the Team tab within Paycircle.
Review the Overview and Information sections to check for any missing details, especially pension and Year To Date (YTD) information.
Add or update any incomplete data fields to finalise their profile