AE assessments report

View the Auto Enrolment status of your employees and when they were last assessed.

  1. Open the required company.

  2. Go to Reports.

  3. Select Pensions & AE.

    Select Pensions & AE.

  4. Select AE Assessments.

    the Pensions & AE Reports screen, with the AE Assessments report highlighted

  5. The report is displayed automatically.

    the AE Assessments report on screen

  6. Select Download CSV. (if required)

  7. Select the required employee.

the AE assessment screen of a selected employee

Example...