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Administrator Guide
Last Updated: 2026-09-18
Steps: Set Up Pensioner Payroll (UK)

Steps: Set Up Pensioner Payroll (UK)

Create UK pensioner employee types. See Set Up Employee Types.
You can set up Workday to calculate payments for pensioners, and report them within your FPS, as part of your standard UK payroll process.
  1. Access the
    Maintain HR Mapping for UK Payroll
     task.
    Map your UK pensioner employee types to one of the four available pensioner types.
    Security:
    Set Up: Payroll UK
     domain in the UK Payroll functional area
  2. (Optional) Access the
    Assign UK Payroll ID
     task.
    If you don't use the
    Hire
     business process to record new pensioners, use this task to select them and enter their Payroll ID and the pensioner assignment
    Reason
    .
  3. Configure RTI data items.
    Access the
    View RTI Data Item Configuration
     task and select the
    RTI FPS
    Submission Type
    . Click
    Maintain RTI Data Item
     to map your own pension earnings and pay component related calculations (PCRCs) for these data items:
    • 34. Annual amount of occupational pension.
      Submit the full annual pension amount. Don't pro-rate from the pension start date.
    • 146. Trivial commutation payment type.
      Use the Workday-owned
      Trivial Commutation Type
       related calculation when creating your earning. In the
      Pay Component Related Calculation
       column of the earning, use the PCRC that includes the earning name when mapping this data item.
      Only submit when you're making one of these trivial commutation lump sum payments:
      • Trivial commutation lump sum (TCLS)
      • Small pot lump sum from a personal pension scheme.
      • Small pot lump sum from an occupational pension scheme.
      When you submit this data item you must also submit a value for data item 148.
    • 148. Trivial commutation payment.
      Submit the total lump sum amount paid. Include the taxable amounts in both the
      Taxable pay to date
      and
      Taxable pay in this period
       fields. Include any non-taxable amount in the
      Non tax or NIC payment
       field.
      You must submit whole pounds or HMRC rejects your submission.
    Workday automatically configures these data items:
    • 33. Indicator that Occupational Pension paid for recent bereavement.
      Selected when the worker's employee type is:
      Pensioner – Recently Bereaved
      . When this data item's submitted you must also submit a value for data item 34.
    • 145. Occpen Indicator.
      Selected automatically when you report any one of the four pensioner employee types.
    • 147. Payment to a non-individual.
      Selected when the employee type is:
      Pensioner – Non-Individual
       and indicates that the pension payment recipient is a body such as a personal representative, trustee, or corporate organisation.
Workday includes pensioner payments in UK payroll runs. Workday populates the FPS pension fields automatically, based on each pensioner's mapped employee type, and submits the pension amounts and any trivial commutation data to HMRC.
To check for pensioner payroll errors before submitting your FPS, run either the
View UK RTI FPS Exceptions
 or
View Advanced UK RTI FPS Exceptions
 reports.