Happl enables employees to manage their pension contributions directly within the platform, giving them visibility into how their selections impact their salary deductions in real time.
As Happl syncs base salary information directly from your HRIS, employees can see the estimated effect of their pension selections before submitting changes. These changes are then automatically reflected in both the Payroll Report and the Pension Contributions Report, available within the Reports section of the Finance Hub.
Important: Pension calculations within Happl are based on an employee’s base salary only. If employees may be affected by additional salary adjustments or deductions outside of base salary, administrators should update the pension copy and instructions accordingly to ensure employees are fully informed before making selections.
To remain provider agnostic and flexible for all customers, Happl does not integrate directly with pension providers. Instead, Happl generates reports that payroll teams can use to collate employee requests and process changes with their pension provider manually.
Setting Up Pension Rules
To administer pensions correctly within Happl, your organisation will be asked to complete a pension configuration form during setup. This allows Happl to apply the correct contribution rules, matching logic, and employee eligibility requirements.
The following information will be required:
Pension Provider
Contribution Types Allowed
Relief at Source
Salary Sacrifice
Net Pay Arrangement
Default Contribution Type
Whether contributions are:
A percentage of salary, or
A fixed £ amount
Minimum Employee Contribution
Maximum Employee Contribution
Maximum Employer Contribution
Any employer matching rules
Allowed contribution increments:
Whole Number (e.g. 5%)
1 Decimal Place (e.g. 5.5%)
2 Decimal Places (e.g. 5.25%)
You can also specify whether these rules apply to:
The entire business, or
Specific employee groups only
These rules ensure employees can only make valid selections that align with your pension policy.
Managing Pension Changes
Employee pension changes should be reviewed and processed by payroll teams as part of the regular payroll cycle.
Any approved changes can be updated within Happl by following these instructions:
Once processed, pension changes will appear in:
The Payroll Report
The Pension Contributions Report
Both reports can be accessed via the Finance Hub → Reports section.
If your pension rules need to be updated at any point, please contact your Happl Account Manager for support.
Customising Pension Content
Administrators can customise the pension messaging shown to employees at any time.
To edit pension copy:
Navigate to Admin
Select Pensions
Choose the relevant pension
Click Manage
From here, administrators can update:
Main Description
The primary pension overview shown to employeesBenefit Selected Copy
Messaging shown to employees who are already enrolledBenefit Instruction Copy
Guidance shown to employees during enrolment or when making changesConfirmation Warning
The confirmation message employees see before submitting their pension changes
Customising this content allows organisations to provide pension-specific guidance, explain payroll implications, and ensure employees understand their available options clearly.
