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>2021-09-26</StartDate>
  <EndDate>2021-09-26</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": "2021-09-26",
    "EndDate": "2021-09-26",
    "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"
    }
  }
}