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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.

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Pensions" section.
  3. Select the pension scheme you want to add a worker group to.
  4. Click the "Worker Groups" tab.
  5. Click the "New Worker Group" button.
  6. Enter the worker group details
    • Name
    • Employee Contribution Rate
    • Employer Contribution Rate
    • Lower Earnings Limit
    • Upper Earnings Limit
    • Yes/No for No Employee Upper Earnings Limit - If set to "Yes," the employee's earnings will not be capped at the upper earnings limit.
    • Yes/No for No Employer Upper Earnings Limit - If set to "Yes," the employer's contributions will not be capped at the upper earnings limit.
    • Subgroup (Optional) - You can create subgroups within a worker group to further categorize employees.
  7. Click the "Save" button.

Workmax will now add the worker group to the pension scheme. You can assign employees to the worker group when setting up their pension details. If you have any questions or need help, please contact Workmax Support.