How do I enter auto enrolment settings and information?

Cintra iQ has an Auto Enrolment 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.

 

Within Cintra iQ, you can set Auto Enrolment settings and information in the Employer Setup window via the AE Settings & Information tab. Within this tab, you can perform the following:

• Enter your Staging Date.
  

    Note:

  Once entered, the three year Re-Enrolment Date field is automatically populated for you.

• Enter the details of your own pension administrator.
  

    Note:

  The details entered within the AE Settings & Information tab are made available as merge fields when creating letter templates and are used as the contact details for employees who need to get in touch with you regarding auto-enrolment.

To enter a staging date and other information

1. Navigate to the Employer window. The Employer definition window appears.
   Go to Cintra iQ: Payroll> Payroll Setup> Employer Setup
2. Click the New button. The New Employer form appears.
3. Enter the Employer Name.
4. Enter a Description.
5. Click the Next button. The definition record appears in the Employer definition window and the Employer window appears.
6. Navigate to the AE Settings & Information tab. The Staging Date record is already created in the Auto Enrolment - Key Staging and Re-enrolment Dates pane. 
    
7. Right-click:  Open.  The Auto Enrol/Re-enrol Dates form appears.
    
   
    

     Note:

   A message appears if you right-click: New stating: The existing 'Staging Date' record must have a Staging date entered before any Re-enrolment date records may be entered.

8. Enter the Actual Staging Date.
9. Click the OK button. The date appears in the Auto Enrolment - Ket Staging and Re-enrolment Dates pane. Once entered, the 3 Year Re-Enrolment Date field will automatically populate for you.
10. Enter the Pension Regulator  - Registration Reg Date and No.
    

      Note:

    Once the Staging Date is entered, you have six months to let the regulator know that your company is registered for auto-enrolment.

11. Enter the Pension Administration Details.
    

      Note:

    The Pension Administrator details should be the details of your own pension administrator. The details entered here will be made available as merge fields when creating letter templates and will typically be used as the contact details for employees who need to get in touch with you regarding auto-enrolment.

12. Create a Pension Scheme Reference, if necessary.
    

      Note:

    This is related to the Third Party's Pension Provider file. It is used depending on the pension provider you have. The payment source is reported when a liability etc is paid. The record displayed within this pane is a compulsory piece of information that is reported to the pension scheme regulator.

13. Click the OK button. The Auto Enrolment Staging date and Pension Administration details is set for the employer.