Add previously enrolled members
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
For some providers, such as Nest, an Auto Enrolment Assessment that results in an enrolment requirement triggers the employee being enrolled with the provider.
If you move from another system to ours, you may have employees who are already enrolled in a pension scheme.
In this scenario, you do not want Staffology Payroll to attempt to re-enrol them or generate a letter for them.
To avoid Staffology Payroll enrolling the member, update their status so we know they’re already enrolled.
Set as already enrolled
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Find the relevant employee under the Employees tab.
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Go to the Pension tab for the employee.
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Select Join AE Pension.
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From the dropdown, select Enrol and set the date on which they joined the pension.
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Confirm their Assessment Status (i.e. Eligible Jobholder).
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If they are enrolled in a scheme (other than your default AE scheme). Select the box to override it.
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Select Do not report joiner action to the pension provider if you do not want to include this employee on the pension report as a new member.
This option should only be selected if the employee has already been registered with the pension provider. This could be manually or as you have moved from another payroll provider.
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Choose Update.
The Employee record in the payroll software now reflects their enrolment into the pension scheme.
If the employee isn’t auto-enrolled into a pension, do not adjust the State or Assessment Status, these are set during automatic enrolment assessment.