Non entitled worker

Section

Description

Unassessed

Initial status for all employees.

 

Every month, you need to deal with all employees with this status. You can postpone employees with a start date since the beginning of the current PRP or a future start date for up to three months.

Excluded

Employees excluded from AE (for example, non-UK workers).

 

To exclude an employee from AE, tick Exclude Employee from Auto Enrolment on their Auto Enrolment screen.

Outside of Age Boundary

Employees aged under 16 or over 75.

 

No AE action can be taken from this status. When employees reach 16, they are reassessed and moved to the appropriate pot/status.

 

However, from this status you can send communications, start workflows or use this group. Communications are displayed on employees’ timeline.

Already a Member

Employees who are already members of a qualifying pension scheme (i.e. with Member of a Qualifying Pension Scheme ticked on their Auto Enrolment screen).

 

You do not need to assess these employees and the Auto Enrolment module ‘ignores’ them.