How to opt out a re-enrolled employee?

If re-enrolled employee choose to opt out, please use the "Amend the AE status" facility for the specific employee.

Please follow the steps below:

Step 1:Go to the Others Menu in the tasking Zone and Select the Submenu "Amend AE Assessment Status".

Step 2:Click on the "Continue" button.

Step 3:Select the check box for the specific employee - select the appropriate "Employee AE Status "from the drop-down.

Step 4:Finally click on "Save AE Data "button to save the changes.

Road Map :

Others -> Amend AE Assessment Status -> Click on "Continue" -> Select the check box for the specific employee - select the appropriate "Employee AE Status" from the drop-down -> Click on "Save AE Data" to save the changes.

( 'Others' is the button positioned in the tasking zone menu at the top. It is the first button from the right )

Once AE Assessment Status is updated, proceed to redo the pay run process. If the AE Status is updated to Opt-out, then the Pension Contributions will not be calculated.



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Auto Enrolment (AE) Pension Setup