Use payroll integration to process auto enrolment

Payroll Integration has an Auto Enrolment section, with three menu options, listed in this table.

Property	Use this option to
Auto Enrolment – Enrolment Due	Complete the enrolment of employees you have enrolled in Admin > Auto Enrolment > At a Glance.
Auto Enrolment – Opt-Out Due	Process employees who have opted out of the pension scheme.
Auto Enrolment – Publish	Publish employees’ earnings on their Auto Enrolment Earnings screen.

If you cannot see these options, you may need to amend your role.

Enrolment Due

Use the Enrolment Due option to complete the enrolment of employees you have enrolled in Admin > Auto Enrolment > At A Glance. When employees have been integrated, this is shown on their Auto Enrolment screen and they are moved to the Enrolled pot on the At a Glance screen.

1. Go to Admin > Application Data > Auto Enrolment > At a Glance.

2. In the Eligible Jobholder pot, click Enrol in the Enrolment column for each employee that you want to enrol.

3. Tick the box beside each employee that you want to complete enrolment for.

4. At the bottom of the screen, click Enrolment Integration to go straight to Payroll Integration.

5. For each employee that you want to integrate:

   • Tick the box beside the employee’s name

   • In the Pension Scheme column, select the pension scheme from the dropdown menu. The options available in the list are those pensions set up as Auto Enrolment qualifying pensions

6. At the bottom of the screen, click Synchronise. When integration is complete, you will see a confirmation message.

   

7. Go to Payroll > Input Data and Calculate > Input Pay Details. You will see that the employee has been enrolled into the pension scheme and Auto Enrolment is shown as the origin.

As with all integrated items, you can see what is been integrated from the Integration audit and by filtering on Auto Enrolment items.

The employee is now:

• Moved to the Enrolled status on the At a Glance screen

• Marked as a member of a qualifying pension scheme in HR

Opt-Out Due

Use the Opt-Out Due menu option to process employees who want to opt out of the pension scheme, for example, if an employee who is a member of a qualifying pension scheme sends you a valid opt-out notice.

1. Go to Admin > Application Data > Auto Enrolment > At a Glance.

2. In the Enrolled section, select the employee.

3. In the Enrolment column, select End Membership.

4. Type or select the appropriate date

5. At the bottom of the screen, click Opt-Out Integration.

6. Select the employee.

7. At the bottom of the screen, click Synchronise Selected.

8. Click Synchronise to complete the opt-out.

9. You will see that in Payroll, the pension scheme is shown as Suspended in the employee’s pension record and in HR, the employee’s status on the Auto Enrolment screen is updated to Opted-Out.