How do I run the auto enrolment assessment in the payroll workflow?

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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 can run the AE assessment in the Payroll Workflow. This makes it easier for you to process auto enrolment over several payrolls at one time. 


An Auto Enrolment assessment must be performed before you can move the payroll to the next period.

To run an AE assessment

  1. Set a default pension scheme part.
  2. Navigate to the Payroll Workflow window.
    Go to Cintra iQ: Payroll Tools> Payroll Work Flow
  3. Select Auto Enrolment in the desired payroll.
  4. Click the Action Setup button. The Payroll Actions window appears.
  5. Navigate to the Auto Enrolment column.
  6. Double-click on the N/A status which is applicable to your desired payroll. The Auto Enrolment- Work Flow Options window appears.


    This setting can also be controlled at the Group level within the Groups tab. 

  7. Click the Apply button. The N/A has changed to P for generating Auto Enrolment files on the Payrolls tab. 
  8. Continue to process the payroll's workflow.

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