How do I auto enrol employees into pension schemes?

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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.
From Staging Date onwards, for every pay period you will need to assess your employees to identify any employees who need to be auto enrolled. Once you have entered all period input and performed a full payroll calculation, you can create assessments to identify the categories of employees.


You will need to assess your employees at least once during the pay period but you can re-run the assessment as often as required.

Any employees who are assessed as being Eligible Job holders will appear in the Pension Auto Enrolment window> Employees to be Enrolled tab.
Once you are happy with the assessments of the Eligible Job holders, you can then choose to enrol all employees at once or individually.

To enrol all employees 

  1. Navigate to the Pension - Auto Enrolment window. 
    Go to Cintra iQ: Payroll> Payroll Tools> Pensions> Auto Enrolment
  2. Select the desired Payroll
  3. Select the desired Period.
  4. Click the Assess button. Any Eligible job holders who need to be enrolled in the selected pay period appear in the Employees to be Enrolled tab with the Enrol checkbox selected.


    Deselect one or more Enrol checkboxes to individually enrol a member. Select the pension scheme in the Assign to Pension Scheme Part field.


    You can predefine this setting. For more information, see How Do I Set up Default Pension Scheme Parts for All Employees? 

  5. Click the Create Memberships and Re-Assess button. A message apperas stating that the employees will be enrolled. Once the employee is successfully enrolled, the two check boxes Currently a member of a QPS and Auto Enrolled in this Period become selected in the Communication\Status Changes tab. 
  6. Click the OK button to exit.

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