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  1. UK Payroll - Pension enrollment and calculation to occur prior to posting the pay run.

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    23 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Gaining Support  ·  AdminDavid Reynolds (Admin, Xero) responded

    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:

    1. With the pay run in draft click Post.
    2. When the Automatic pension enrolment pop up displays, click Confirm.
    3. On the Complete Pay Run pop up, click Cancel.
    4. You can now open the draft payslip or download pay run reports with the pension deductions included.
    Katrina Rickwood supported this idea  · 
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    Katrina Rickwood commented  · 

    Notify of employee auto-enrollment PRIOR to submission. When you run a draft payroll and send payslips to clients it is extremely unhelpful that upon clicking 'submit' you get a notification a member has been auto-enrolled. You then have to quickly re-send that employees payslip and hope the client has not already sent payment otherwise you need to then remember to deduct the payment on the following payrun. It is time consuming and generally unhelpful. A pop up at the time of entering their hours would be much more useful.