Auto Enrolment Set Up

Set Up Auto Enrolment

1.Set Up Pension Status

Select the Payroll > Definitions > Module Setup > Pension Status window.

There are a set number of predefined pension statuses of which Active is the only pension status which will result in a pension calculation during payroll processing. All other statuses are used for reporting and queries. You can add your own pension statuses.

Examples:

Active                             live pension scheme

Eligible– opted out      for an employee who has opted out of auto-enrolment

Not Eligible – Age        for an employee who is not eligible due to being under the age limit

for auto-enrolment (currently 22 years)

Action Required          to bring attention to a employee’s pension where some

changes may be necessary.

2. Add a qualifying Query to the Pension Scheme

You can enter a default Qualifying Query and Status for each pension scheme on the Payroll > Definitions > Module Setup > Pension Scheme. This information is used by the  Pension Auto-Allocate function to assign a pension scheme to all employees who fulfil the qualifying query and assign the pension record it creates as the default status.

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