Pension Pay Instruction



PensionPayInstruction [Schema]

Name Type Required Description
Code SystemCode no [Optional] The payment code override. If omitted; use value defined in pension scheme.
EmployeeContributionCash Money no [Optional] The employee cash contribution amount override. If omitted; use value defined in pension scheme.
EmployerContributionCash Money no [Optional] The employer cash contribution amount override. If omitted; use value defined in pension scheme.
EmployeeContributionPercent Percentage no [Optional] The employee contribution percentage override. If omitted; use value defined in pension scheme.
EmployerContributionPercent Percentage no [Optional] The employer contribution percentage override. If omitted; use value defined in pension scheme.
AdditionalVoluntaryContributionCash Money no [Optional] The employee additional voluntary cash contribution amount.
AdditionalVoluntaryContributionPercent Percentage no [Optional] The employee additional voluntary contribution percentage amount.
LowerThreshold Money no [Optional] The lower contribution cut off threshold. If specified; contributions will only be calculated on pensionable pay exceeding the thresh hold. If omitted; use value defined in pension scheme.
UpperThreshold Money no [Optional] The upper contribution cut off threshold. If specified; contributions will only be calculated on pensionable pay below the thresh hold. If omitted; use value defined in pension scheme.
SalarySacrifice xsd:boolean no [Optional] Determines if the contributions are calculated using the salary sacrifice method. If omitted; use value defined in pension scheme.
EmployerNiSaving xsd:boolean no Indicates that employer salary sacrifice NI saving is added to contribution.
EmployerNiSavingPercentage Percentage no The employers NI percentage to be used when calculating salary sacrifice employer NI savings.
TaxationMethod PensionTaxationMethod no [Optional] The pension calculation taxation method override. If omitted; use value defined in pension scheme.
ProRataMethod ProRataMethod no The pro-rata method option to be used. If omitted; use the value defined in the pension scheme. See Pro-rata Calculation Methods for more information.
Pension Link yes A link to the related pension scheme.

Interits from: PayInstruction[Schema]

See Understanding Pay Instructions for more information on how pay instructions can be used.

Name Type Required Description
StartDate xsd:date yes The date the instruction will come into effect.
EndDate xsd:date no The date the instruction will end, open ended instructions will run forever.
Description xsd:string ( max: 200) no The pay line descripton override; this description will override the default description from the pay code. See Customising the Payslip for more information on customising the payslip output and using runtime variables.
PayLineTag xsd:string ( max: 100) no If specified, the PayLineTag value is used to decorate all child pay lines generated by the instruction.

Example

<?xml version="1.0"?>
<PensionPayInstruction xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <StartDate>2022-01-25</StartDate>
  <EndDate>2022-01-25</EndDate>
  <Description>string</Description>
  <PayLineTag>string</PayLineTag>
  <Code>string</Code>
  <EmployeeContributionCash>123.99</EmployeeContributionCash>
  <EmployerContributionCash>123.99</EmployerContributionCash>
  <EmployeeContributionPercent>123.99</EmployeeContributionPercent>
  <EmployerContributionPercent>123.99</EmployerContributionPercent>
  <AdditionalVoluntaryContributionCash>123.99</AdditionalVoluntaryContributionCash>
  <AdditionalVoluntaryContributionPercent>123.99</AdditionalVoluntaryContributionPercent>
  <LowerThreshold>123.99</LowerThreshold>
  <UpperThreshold>123.99</UpperThreshold>
  <SalarySacrifice>true</SalarySacrifice>
  <EmployerNiSaving>true</EmployerNiSaving>
  <EmployerNiSavingPercentage>123.99</EmployerNiSavingPercentage>
  <TaxationMethod>NotSet</TaxationMethod>
  <ProRataMethod>NotSet</ProRataMethod>
  <Pension title="string" href="string" rel="string" />
</PensionPayInstruction>

{
  "PensionPayInstruction": {
    "StartDate": "2022-01-25",
    "EndDate": "2022-01-25",
    "Description": "string",
    "PayLineTag": "string",
    "Code": "string",
    "EmployeeContributionCash": "123.99",
    "EmployerContributionCash": "123.99",
    "EmployeeContributionPercent": "123.99",
    "EmployerContributionPercent": "123.99",
    "AdditionalVoluntaryContributionCash": "123.99",
    "AdditionalVoluntaryContributionPercent": "123.99",
    "LowerThreshold": "123.99",
    "UpperThreshold": "123.99",
    "SalarySacrifice": "true",
    "EmployerNiSaving": "true",
    "EmployerNiSavingPercentage": "123.99",
    "TaxationMethod": "NotSet",
    "ProRataMethod": "NotSet",
    "Pension": {
      "@title": "string",
      "@href": "string",
      "@rel": "string"
    }
  }
}