Pension Letters can be set up in Company Setup > Communication Templates
There are three templates ready:
Pension enrolled - letter to notify the employee that they have been automatically enrolled
Pension not enrolled - letter to notify employee that they did not meet the criteria to be enrolled
Pension postponed - letter to notify employee that if eligible they will be enrolled on the postponement review date.
You can edit the templates as needed. Before saving, use Preview to check your changes. Once your template is ready please tick the 'Is Active' box - this turns on employee document generation for that template. Finally click Update to save everything.
| Note: The letter must be switched to Is Active before employees are added to a pay run in which they are being assessed. |
Pension enrolled
Pension not enrolled
Pension postponed
| Note: for the pension letters to work you will need to set the Auto enrolment behaviour in the Company Setup > Pension Settings to 'Asses Employees in Ciphr Payroll' or 'Asses and automatically enrol employees in Ciphr Payroll'. The letters will not work if you manage the enrolment manually. |
Once the letters are set up and the Is Active box is ticked, any employee who is being enrolled, not enrolled, or postponed in the current pay run will have a corresponding letter available in the Documents tab of that pay run. From there, you can issue all, or individually.
You can View, Download, Show history, Email PDF document to employee or Issue all.
Issue all will show you if there are any employees missing an email address. And you will get the below email preview which can be amended:
If you individually email the PDF you will also have the option to preview and edit the email before sending.
All employee's letters can be found on the employee record in Documents tab. They can also be emailed or downloaded from here.
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