Enroll Employee to a Pension Scheme

To assess an employee's eligibility for auto-enrollment, follow these steps:

1. Sign in to your "Workmax" account with an admin account.
2. Go to the "People" section.
3. Select the employee you want to change the details of.
4. Select the "Pension" tab
5. Click on the "Edit" link in the Pension contribution details section.
6. Enter the pension contribution details:
   • Pension Provider Name
   • Pension Rule - Choose from the following options:
     • "Relief at Source"
     • "Net Pay Arrangement"
     • "Salary Sacrifice"
   • Worker Group Name
   • Employer Contribution - Choose from the following options:
     • "Percentage of Pensionable Pay"
     • "Fixed Amount"
   • Employee Contribution - Choose from the following options:
     • "Percentage of Pensionable Pay"
     • "Fixed Amount"
   • Lower Earnings Threshold and Upper Earnings Threshold (Pensionable Pay)
   • Papdis Subgroup
7. Click on the "Save" button.

Workmax will now update the auto-enrollment assessment for the employee. If you have any questions or need help, please contact Workmax Support.