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

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    16 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.
    Gemma Briant supported this idea  · 
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    Gemma Briant commented  · 

    I agree.

    Sending payslips with take home pay to a user for approval before submission, only to then find out an enrolment should have happened. If the approver has set up payments based on the draft, this results in an overpayment due to the pension deductions.

    The auto-enrolment prompts at the beginning would make much more sense.

    The current method means that payslips have to be posted before the payslips can be reviewed by another in order to have accurate information.