Managing Auto Enrolment Daily
The payroll lifecycle with Auto Enrolment
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Add new starters and make employee amendments.
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Process any opt-in/join requests.
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Process any opt-out/cease requests.
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Run the Payroll.
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Produce Reports (inc payslips).
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Create BACS.
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Mark employees as leavers, if necessary.
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Send FPS/EPS.
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Produce pension files.
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Publish Pension Comms.
AE Assessment Details
During the payroll run, select Preview and then AE Details. This screen displays the employee’s AE Assessment status.
Period Pension Dashboard
To access the Period Pension Dashboard, from the Pension menu, select Period Pension Dashboard.
This dashboard displays the pension status of employees assessed in a particular pay period.
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Double-click or highlight an employee and select View to open their AE Assessment screen for… that period.
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Select Publish to publish any communications.
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Highlight an employee and select Opt-out. This opens a new screen where you can opt an employee out of the pension scheme.
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The Employee Details then update with the new information.
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You can access historic periods and tax years where the history is available.
Employee AE History
This screen displays historic periods and tax years for the selected individual (where the history is available). You can view the Worker Status, AE Assessment, AE Date, Deferral Date and whether the employee is In Pension for the relevant pay period.
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From the Pension menu, select Employee AE History.
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Select an Employee from the list.
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To view the AE Assessment for… screen for a specific Pay Period, highlight the relevant pay period and select View.
Create Pension Output file
From this location, select the pension provider you want to create your pension output for.
Output files are available as standard in the software for the following pension providers:
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Aviva
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Friends Life
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NEST
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Now Pensions
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The People's Pension
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Scottish Widows
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Standard Life G2G