📄️ Setting Up a Pension Scheme
Workplace pensions are a way of saving for retirement arranged by an employer. They are sometimes called 'company pension schemes' or 'occupational pension schemes'.
📄️ Adding a Worker Group
Worker groups are used to group workers together for pension purposes. For example, you can create a worker group for employees with different pension contribution rates or opt-out windows. You can add a worker group to a pension scheme in Workmax.
📄️ Download a Pension Contribution
Pending pension contributions can be downloaded from Workmax as the specified file type. This file can then be uploaded to your pension provider's portal to complete the pension contribution process.
📄️ Editing a Pension Scheme Provider Details
Workmax allows you to edit the details of a pension scheme provider, as follows:
📄️ Edit a Worker Group
To edit a worker group in a pension scheme, you must have admin access to the Workmax platform. Follow the steps below to edit a worker group:
📄️ Remove a Worker Group
To remove a worker group from a pension scheme in Workmax, follow these steps:
📄️ Submit a Pension Contribution
Workmax allows you to submit pension contributions for your employees to supported pension providers. Workmax currently supports the following pension providers:
📄️ Editing a Pension Scheme Administrator Details
Workmax allows you to edit the administrator details of a pension scheme.
📄️ Removing a Pension Scheme
Workmax allows you to remove a pension scheme from your account. This can be useful if you no longer need to use a specific pension scheme or if you have added the wrong pension scheme by mistake. Follow the steps below to remove a pension scheme from your Workmax account.