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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:

  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. Select the worker group you want to edit.
  6. Click on the "Edit" link.
  7. 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.
  • Click the "Save" button.

Workmax will now update the worker group in the pension scheme. If you have any questions or need help, please contact Workmax Support.