UK Payroll - Pension enrollment and calculation to occur prior to posting the pay run.
Payroll doesn’t calculate pension until after you submit the payroll/RTI, so you don’t know what the actual net payments are until submitted. Try explaining to a client that what they signed off isn’t what they actual pay.
Helen MacGregor
shared this idea
Thanks for this feedback on how pension enrollment currently works in Xero payroll. It’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
In the meantime, here's a tip to trigger pension assessment before posting the pay run:
- With the pay run in draft click Post.
- When the Automatic pension enrolment pop up displays, click Confirm.
- On the Complete Pay Run pop up, click Cancel.
- You can now open the draft payslip or download pay run reports with the pension deductions included.
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Alison Tugwell
commented
Please can we have the option to opt an employee out before running a pay run? It is a bit annoying to have to then refund deductions the following month and employees question it as they think they have opted out!