How do I set the employee's auto enrolment assessment detail?

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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.

To enter employee assessment details

  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.
  5. Double-click the employee record. The AE Assessment Detail form appears.
  6. Select the desired Pension Scheme Part.
  7. Enter the Employee Contribution Amount.
  8. Enter the Employer Contribution Amount.
  9. Override the Earnings Band, if necessary.
  10. Click the OK button. The employee's record is updated.

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