Non-eligible jobholder

Right to opt in

Non-eligible jobholders who have been assessed and have the right to opt in.

From this status you can opt in the employees, or use group actions to send them information about their right to opt in. Employees can opt in through IRIS Cascade, or you can opt them in when you receive a signed opt-in notice. Employees are then moved to Requested to Opt-In.

Requested to opt in

Employees who have requested to opt in from the Auto Enrolment screen in IRIS Cascade, or have been opted in manually.

From this status, you can use group actions to notify employees that they have been opted in.

Opted in

Employees who have opted in.

From this status, you can opt out employees who have requested this and move them to Opted Out.

Opted Out

Employees who have opted out of the pension scheme.

If employees want to opt in to the pension scheme again, they need to request this on their Auto Enrolment screen, provided that they don’t exceed any maximum number of opt-ins per year that’s set in System Properties.

To undo the Opted Out status and move employees back to Opted In, click Undo