Payroll (Cloud)

Step-by-step guide

You can set up your Pension Letters 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.

The templates can be edited. You can Preview before saving the changes. Once your template is ready please tick the 'Is Active' box (this enables generation of employee documents for this template) and click Update to save it. 

Pension enrolled

Pension not enrolled

Pension postponed

Once the letters are set up and Is Active box is ticked, any employee who is being enrolled, not enrolled or postponed in the current pay run, will have a letter in Documents tab on the pay run, where 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 from here.