One-click auto enrolment

This option allows you to assess the employees on the payroll, then automatically enrol any employees that meet the age and earnings criteria, so long as they have not opted out before or are already in a pension scheme. IRIS Payrite also produces any communication letters that are needed and save them into the directory specified in System Setup.

As this process actually enrols any employees that meet the criteria, you should ensure that all payroll data, both permanent and temporary, is in the system before running this option.

1. Click on the Payrun icon.

2. Go to the Reports menu and select Pension Reform, then One Click Auto Enrolment.

   You will see a warning message, you should read this before continuing and action if necessary.

   

3. Click OK to continue.

4. Enter the Auto Enrolment date then click Do It to continue.

   

5. IRIS Payrite will produce a report detailing Auto Enrolment actions that will be taken, so select the required printer.

   

6. Select the print sequence and click OK.

7. The report will be generated. Any employees that are eligible will be enrolled.

8. Communication letters will be generated in the directory specified in System Setup and can be printed as necessary.