Changing NI Status for an Employee Contracted Out of SERPS 

If the National Insurance status of an employee changes – for example, if the employee decides to join a company pension scheme which is contracted out of SERPS – you need to create a new National Insurance (infotype 0069) record for this employee. This record must be valid from the exact date that the NI status changed. This ensures that the new contributions are calculated from the correct date.

Procedure

  1. Choose Human resources ® Personnel management ® Administration, then Maintain master data.

    2. The Maintain HR Master Data screen appears

  2. In the Personnel number field, enter the employee’s personnel number.

    3. Use the matchcode function to find a number you do not know.

  3. Access the National Insurance (infotype 0069) record by entering the infotype name or number in the Infotype field.
  4. Choose Copy.

    5. The Copy National Ins. GB screen appears.

  5. Change the date in the From field to the date on which the employee’s National Insurance status changed.
  6. In the NI Category field, change the employee’s NI category.
  7. Save your entries.

Result

The employee’s National Insurance contributions are deducted at the appropriate contracted-out rate from now on.