Manage Pension Management
Use the code-backed shared HR record workspace for Pension Management. Create structured records, apply status and priority, export the section and retain its audit history.
Exact navigation Admin Area → Human Resources → Benefits, Expenses & Finance → Pension Management
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.
What you need before you start
- Access to Admin Area → Human Resources → Benefits, Expenses & Finance → Pension Management.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or evidence reference before making a change.
How to do it
- Open Admin Area → Human Resources → Benefits, Expenses & Finance → Pension Management.
- Review the workspace description and the section-specific fields before creating a record.
- In Create New Record, enter an optional Reference Code and a required Record Title.
- Enter the Description and complete every section-specific Professional Detail marked as required.
- Choose Status, Priority, Start Date, Due Date and Amount where they apply.
- Click Save Record.
- Confirm the new row in Record List. Use the row status selector and refresh button to change status, Export to download the section CSV, or the trash action only when deletion is authorised.
Fields and options
Reference CodeOptional internal reference, maximum 80 characters.
Record TitleRequired; maximum 191 characters.
DescriptionOptional narrative for this structured HR record.
Professional DetailsSection-specific fields defined by the module blueprint.
StatusDraft, Pending, Approved, Rejected, Active, Completed, Locked or Archived.
PriorityLow, Normal, High or Critical.
Start Date / Due DateOptional dates used for tracking and due-soon metrics.
AmountOptional numeric value for the record.
Employee NumberRequired field.
Employee NameRequired field.
DepartmentOptional structured field.
Job TitleOptional structured field.
Reporting ManagerOptional structured field.
Pension ProviderOptional structured field.
Auto-Enrolment StatusOptional structured field. Supported values: Not Assessed, Eligible, Enrolled, Postponed, Opted In, Opted Out, Re-enrolment Due.
Employee Contribution %Optional structured field.
What the module checks
- View permission opens the workspace; Create saves a new shared record; Edit changes status; Delete removes a record; Export downloads the section CSV.
- Record Title is required and section-specific fields marked with an asterisk are required.
- Status must be one of draft, pending, approved, rejected, active, completed, locked or archived.
- Priority must be low, normal, high or critical.
- This is the module’s shared structured-record register; use the separate specialised operational centre when one exists.
What happens next
The result remains available from Admin Area → Human Resources → Benefits, Expenses & Finance → Pension Management. Confirm its identifier, status, linked employee or period, dates and audit/activity record before relying on it operationally.
Troubleshooting
- If the menu or action is missing, confirm the module is active and your HRM capability is assigned.
- If validation fails, correct the exact field named in the message; do not bypass the rule in another workspace.
- If a downstream email or automation does not run, check the related delivery/audit log and the host application cron or mail configuration.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
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