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Editing 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 the "⋮" icon.
  7. Select "Edit" from the dropdown menu.
  8. 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.
  9. 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.