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How to Exclude a Payee From Automatic Enrolment | |
Scroll to the Pension Details section of the payee or click on the Quick links. | |
2. | If you wish a PAYE Payee Type to be excluded from Automatic Enrolment rules, check this field and enter the reason for exception. If the payee has the Payee Type of Contractor, Umbrella, 3rd Tier Agency, Deemed Contractor or CIS the field Exception to Automatic Enrolment will be checked on and the Reason for Exception will be defaulted with Not PAYE payee type. Where this checkbox is checked on, skip all following steps. If you wish for these payee types to be under Automatic Enrolment rules, uncheck the field. |
3. | Click Save. A successful confirmation message will be displayed. |
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