Location:

Payroll module > Client specific > Auto Enrolment


Video Tutorial:


Click here to watch how to add a new Pension Scheme


Click here to watch how to download Pension contribution / Employer contribution reports


Click here to watch how to send Pension Correspondence letters


Click here to watch how to change pension rates


Click here to watch how to delete a pension scheme


Help Guide:



Auto-enrolment deals with an automatic enrolment of the Employees into an Auto-enrolment Workplace Pension Scheme. This Section has four Tabs namely:


  • Pension Details: Mention the Auto-enrolment Staging Date (applicable to particular Employer) and also you may enter the Re-enrolment date.
  • Pension Schemes: This Tab maintains summary regarding the Pension provider and scheme. Various Buttons are provided to edit the detail thereof.

  • Pension Assessment: This section manages actions related to Pension Assessment of all the Employees

  • Pension Correspondence: This section deals with all Correspondence related to Auto-enrolment Pension Scheme.

Pension Details


Mention the Auto-enrolment Staging Date (applicable to particular Employer) and also you may enter the Re-enrolment date.



Pension Schemes


This Tab maintains summary regarding the Pension provider and scheme. Various Buttons are provided to edit the detail thereof.

You may select a Particular pension provider from the drop-down menu.

You may add a pension scheme from the “Add Scheme” button. An “Enrolment” file of all the enrolled employees can be downloaded by clicking the enrolment file tab. The “Contribution” shows the bifurcation of the contribution made by the employer and employees.

You can Edit/Delete a pension record using these buttons. A Pop-up will appear upon clicking on “Assign Employee” appear where you can assign or unassigned an employee for a particular pension scheme.




Pension Assessment


This section manages actions related to Pension Assessment of all the Employees. When you run Pension Assessment using the button in Top Right corner of the Page, the system identifies the status of each Employee based on the conditions pertaining to Auto-enrolment scheme. Based on this Assessment, various actions can be taken for particular Employees such as Opt-in, Opt-out etc. You also have a shortcut Button to Run Payroll on the top right corner of the Page.



  • You can select the employees for whom you want to run the assessment

  • After selecting the period and particular employee, then click on Run assessment to run Assessment.

  • Process Payroll button will redirect to Process Payroll page.

  • You can view the status of Pension Assessment under Assessment Status.

You may delete an employee’s record from the Action drop-down by clicking on Delete for Assessed. By doing so the status will change from Assessed to Pending.

Pension Correspondence

This section deals with all Correspondence related to Auto-enrolment Pension Scheme. It allows you to send letters such as Auto-enrolment General Notice, Letter to an Employee who has been Auto-enrolled and Letter for deferral of Enrolment Date etc.



  • You can set the Pay Frequency using the “Pay Frequency” drop-down menu.

  • You may select the employees by selecting checkboxes.

  • You may sort the employees from the drop-down menu, moreover, you may select the particular employees and send an Email of the letter or download the details as a PDF.

  • By clicking on the blue hyperlinked text in the “Letter Name” column you can preview the letter that is to be emailed to the employees.

  • You may sort the employees from “Sort By” drop-down menu on the right side, 

  • After selecting an employee(s) you are able to send an Email of the letter or download the details as a PDF using the blue “Send Mail” or green “PDF” buttons respectfully.

  • You may delete particular employee whom you do not want to email the Pension Correspondence using the end “Action” drop-down menu.