Employee contribution amendment reports
If an employee makes a change to their workplace pension, we'll let you know by sending an amendment report.
These reports help you keep your payroll records up to date and make sure the correct pension contributions are deducted.
📄 What is an amendment report?
You may receive an email with the subject line:
Action Required: [Company Name]
This is your amendment report. It includes any changes made by your employees, such as:
Changes to employee contribution rates
Opt out requests
Requests to opt in to Salary Sacrifice
We only send amendment reports when there are changes to report. If nothing has changed, you won't receive one.
💡 Good to know: By default, amendment reports are sent every Tuesday if any employee changes were made during the previous week.
💷 How can an employee change their contribution rate?
There are two ways an employee's contribution rate can be updated.
Through their Penfold account
Employees can update their contribution rate directly in their Penfold account.
When they do, we'll notify you through an amendment report.
⚠️ Action required: Once you receive the amendment report, update the employee's contribution rate in your payroll software before you run payroll.
Through your payroll software
An employee may tell you they want to change their contribution rate directly.
If you agree to the change internally, you can simply update the contribution rate in your payroll software.
That's absolutely fine - as long as the updated contribution rate is reflected in:
Your payroll software
The contribution report you upload to the Penfold workplace platform
We'll process the contributions using the updated amount.
📅 Can I change when I receive amendment reports?
Yes, by default, amendment reports are sent weekly, usually every Tuesday, if any employee changes were made during the previous week.
If you'd prefer to receive them at a different time or on a different schedule, email autoenrolment@getpenfold.com and let us know your preferred delivery time or frequency. We'll do our best to match your payroll schedule.
👥 Can I change who receives amendment reports?
Yes, only the email addresses you've authorised can access amendment reports, helping keep employee data secure.
If you'd like to add, remove or change the recipient, email autoenrolment@getpenfold.com and we'll update this for you.
✅ An employee has opted out. What do I need to do?
If an employee opts out, you'll need to refund any pension contributions already deducted.
This should be done within one calendar month or during your next payroll cycle.
We'll also refund the corresponding contributions to you within 30-90 days of the employee opting out.
📧 Need help?
If you have any questions about amendment reports or need to update your reporting preferences, contact us at autoenrolment@getpenfold.com.