How do I exclude leavers from auto enrolment?

Cintra iQ has an Auto Enrolment (AE) facility, which takes you through the process of amending a pension scheme set up, defining which payment headings are pensionable and which headings are classed as Qualifying Earnings, running an assessment, and enrolling employees into the relevant Auto Enrolment scheme. Cintra iQ can also manage Opt ins and Opt outs.

 

You can exclude leavers from AE assessments so that they do not receive Auto Enrolment communications.

 

To exclude leavers

1. Navigate to the Employer window. The Employer definition window appears.
   Go to Cintra iQ: Payroll> Payroll Setup> Employer Setup
2. Select the desired Employer definition. 
3. Click the Open button.  The Employer window appears. 
4. Navigate to the PAYE & Payrolls tab. 
5. Open an existing payroll associated with the selected PAYE scheme. The Payroll window appears. 
6. Navigate to the Additional Settings tab.
7. Navigate to the Other Settings section. Click the AE Pension Settings button. The Pension Scheme - Auto Enrolment form appears. 
   
8. Navigate to the Exclude Leavers from Auto Enrolment Assessment option.
9. Perform either of the following:
   • Unchecked: (Default setting): Any employee who has a leave date against them will be assessed and have an assessment record.
     

       Note:

     If the employee has left a pension scheme, but not left employment, they are still assessed.

   • Checked: Any employee who has a leave date against them will not be assessed and will not have an assessment record.
10. Click the OK button.