Assessment

Moving to Staffology Payroll and need to import employees who are already a member of a pension scheme? Need to stop them being flagged as a new member? Find out more

  1. Open the required company.

  2. Go to Employees.

  3. Select the required employee.

  4. Select Pension.

    The employee record with the pensions tab highlighted

  5. Select Assessments.

    on the Employee Pension menu, the Assessments option is highlighted

  6. The payroll shows the following for the latest assessment of the employee:

    • Date of the latest assessment.

    • The results of the assessment and the action resulting from the result.

    • Detailed information on the assessment.

  7. Select Assessment History to view a time-line for this employee.

    A history of the AE assesments for this employee.

    Select the trash icon to delete an assessment.