Skip to main content

Pension contributions to show on the detailed rota report

You can get pension contributions to show on the detailed rota report in a few easy steps.

Written by Relu

To get the pension contributions for an employee to show on the detailed rota report you need have the following settings and permissions enabled.

Pension contributions in our system are mainly for visibility, not for running payroll or making payments. The actual pension deductions and contributions are handled in Payroll, and the HR system data is informational only.

So, you won’t be able to pull a report from the HR system showing employee pension contribution amounts.


Settings

To enable the settings, follow the below steps:

  1. On the left-hand menu click Configuration then click Settings

  2. Click System settings then select Global

  3. Search for Employer Pension Contribution and change Boolean to True and enter the percentage in the decimal box.

  4. Click Save.

  5. Search for Rota Financial - Employer Pension Contribution and change Boolean to True.

  6. Click Save.


Permissions:

The permission required to make the changes below is Employer Pension Contribution.


Employee changes

You need to make the below changes on the employees' profile to ensure the details show on the detailed rota report:

  1. Navigate to the employee profile by using the organisation search.

  2. Click Payroll then click Pensions.

  3. Scroll down and click Edit Employer Pension.

  4. Enter the percent and click Save.

Did this answer your question?