Set Up Auto Enrolment
1.Set Up Pension Status
Select the Payroll > Definitions > Module Setup > Pension Status window.
There are a set number of predefined pension statuses of which Active is the only pension status which will result in a pension calculation during payroll processing. All other statuses are used for reporting and queries. You can add your own pension statuses.
Active live pension scheme
Eligible– opted out for an employee who has opted out of auto-enrolment
Not Eligible – Age for an employee who is not eligible due to being under the age limit
for auto-enrolment (currently 22 years)
Action Required to bring attention to a employee’s pension where some
changes may be necessary.
2. Add a qualifying Query to the Pension Scheme
You can enter a default Qualifying Query and Status for each pension scheme on the Payroll > Definitions > Module Setup > Pension Scheme. This information is used by the Pension Auto-Allocate function to assign a pension scheme to all employees who fulfil the qualifying query and assign the pension record it creates as the default status.