Using the IRIS AE Suite™

IRIS Software Group nor any of its employees can provide any financial advice. Please contact an IFA approved financial adviser to help choosing a pension provider.

Payroll run

The software will run the Automatic Enrolment process for each employee individually when you run the payroll. It will check if the payroll date is on or after the company’s Staging Date and if so:

  1. If a Postponement Period is in operation a Deferral Date is entered in Employee details

  2. If the employee is identified as an eligible or non-eligible jobholder or an entitled worker the employee’s the employee’s Worker Status is set accordingly

  3. If there is no Postponement Period in place, and the employee’s Worker Status is set to Eligible Jobholder, then the software assigns an Automatic Enrolment Date, marks the employee as a Member of a Qualifying Scheme and adds the pension fund and pension deductions to the Employee details.

  4. Employee and employer pension deductions are calculated and the payroll process continues as normal; once complete it will move on to the next employee.

  5. The software will re-assess any employees that were not previously eligible, any employees whose Worker Status is not set to Eligible Jobholder, and any workers with a Deferral Date assigned where that Deferral Date is in the pay reference period being assessed. When earnings are above the Automatic Enrolment trigger the employee will be auto enrolled.

  6. If an employee becomes eligible, the Deferral Date is removed, the Automatic Enrolment Date is set and the Pension Fund and pension deductions are assigned.

  7. Once all employees have been processed, if any employees have been automatically enrolled, the software displays a message asking if you want to print a report outlining the changes made. Click Yes to print or preview the report.

When you Redo/Undo the payroll, employees will be re-assessed. Remember this may result in an employee being auto enrolled or Auto Enrolment dates being removed.

You can click Preview on the Input/Edit Payroll Details screen to see the effect of auto enrolment, but the process isn’t finalised until you have clicked Process on that employee’s pay screen and moved on to the next.