Contents

• Automatic re enrolment
• Before you start
• When you open the relevant pay run
• Pension communications

Automatic re enrolment

If you set up the re enrolment date in advance, the system will process re enrolment automatically in the relevant pay run.

Before you start the relevant pay run please check the following:

• The re enrolment date is entered in Company Setup > Pension Settings before opening the pay run that covers that date
• Auto enrolment behaviour is set to either Assess employees or Assess and auto enrol employees
• Download the Employee Pension Report (Reports > Employee > Employee Pension) - this allows you to compare the data after the re-enrolment is complete.

When you open the relevant pay run

• Employees not currently in the pension will be assessed
• Employees who opted out within the last 12 months will be excluded
• Eligible employees will either be either:
  - Automatically enrolled - when Auto enrolment behaviour set to Assess and automatically enrol
  - Marked with Should be enrolled in a pension tag - when Auto enrolment behaviour set only to Assess employees

Pension communications

If pension letters are activated before starting the pay run, enrolment letters will be generated automatically for any employees being re enrolled.