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.
Examples:
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.
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