Auto enrolment

  1. Select the required employer.

  2. Go to your company name > Edit Details.

    Go to your company name > Edit Details.

  3. Select Pension.

    Employer Edit Details screen with Pension tab highlighted

  4. Choose the Auto-Enrolment Pension Scheme.

  5. Use company default scheme if required.

  6. Select the Pension Scheme and Worker Group A group of employees who have the same pension contribution level and other settings..

    Employees can be added to multiple pension schemes in the employee record.

  7. Choose Include non-pensioned employees on submissions if you have to include all employees, even if they are not in the pension.

  8. Enter the Staging / Duties Start Date.

  9. Enter the Cyclical Re-enrolment Date and Previous Cyclical Re-enrolment Date if required.

  10. Select the time to Defer assessment of new employees and Defer enrolment of Eligible Jobholders if you are using postponement.

    Preform Cyclical Re-enrolment will reassess employees and re-enrroll employees who had previously opted out.

Employer settings > Auto Enrolment screen with default settings.