Pay reference period (PRP) calendars
A PRP calendar is the period of time that earnings and contributions are measured for automatic enrolment purposes. This can either be aligned to the tax period, or a corresponding pay processing period.
Create PRP Calendars
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Go to Admin > Auto Enrolment > Pay Reference Period (PRP) Calendars.
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At the end of the calendar list, click Create New Calendar.
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In Calendar Name, create a name for the calendar; this will be the name that you see on the Auto Enrolment Profiles setup screen so make it easy to identify. e.g. Monthly PRP.
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Select the Pay Frequency, for example if you choose monthly it will create the calendar based on monthly periods
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From the drop-down list choose the relevant Tax Year, it will create the calendar based on the correct thresholds for that year
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Enter the Period 1 Start Date to calculate when to start assessing earnings for automatic enrolment, for a monthly frequency this will be the same of your pay period 1 start date. For other frequencies this may not always be the same as pay period 1 start date.
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Enter your Cut Off Date Rule, the cut-off date rule can be selected to cut off any further opt-ins for that period.
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Click Create to save the PRP Calendar. You will need at least one PRP Calendar for each Pay Frequency in your Payroll, and multiple PRP Calendars if you use different Pay Reference Periods for different members of staff.
View/edit PRP calendars
Once viewed, the calendar can be edited by selecting Edit.
Add PRP years
Select Add Year to add the next PRP year. You will need to ensure that there is always at least a full clear future year created in the system.