Where do I view which employees requested auto enrolment?

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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 employee types who have chosen to join a pension scheme will be displayed in Auto Enrolment. When an employee opts into a pension scheme, they can join early if they eligible. 

To view opt in and join requests

  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. The Opt In and Join Requests tab is populated if  you entered the requested date for the employee in the Opt In and Join Requests form. For more information, see Managing Opt In and Opt Outs


Once the deductions started in the following month, the employee is automatically moved to the Employees to be Enrolled tab where you would proceed with the normal enrolment.

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