When certain events occur, you need to manually update the employee's 'Auto enrolment status'. This helps you to remember what status they have and changes the way Clear Books Payroll deals with that employee.


To set the status in Clear Books Payroll:

Step 1.

From the Payroll navigation, select Employees > View.


Step 2.


Select the name of the employee you wish to edit.


Step 3.


Select Pension details from the left hand side menu


Step 4.


Set the Auto enrolment status field by selecting the appropriate status from the drop down. See the below table for guidance. Save.




Auto enrolment status
When to choose this option
Actions you need to take
Enrolled in qualified pension scheme
The employee is in a qualified pension scheme therefore Clear Books Payroll should take deductions from their pay
Fill out the following fields in the employee details form:
  • 'Pension scheme'

  • 'Date joined scheme'

  • 'Employee's pension contribution %'

  • 'Employer's pension contribution %'

Enrolled in pension scheme
The employee is in a non-automatic enrolment pension scheme therefore Clear Books Payroll should take deductions from their pay. Normally this is because the employee is an 'Entitled worker' and submitted a 'Join' notice.
Fill out the following fields in the employee details form:
  • 'Pension scheme'

  • 'Date joined scheme'

  • 'Employee's pension contribution %'

  • 'Employer's pension contribution %'

Employee opt in notice received
You (the employer) has received an opt in notice from a non-eligible jobholder, but have not yet enrolled the employee in a qualified pension scheme.
Fill out the following fields in the employee details form:
  • 'Date opted in'

Employee opt out notice received
You (the employer) has received an 'Opt out' notice from an employee, therefore Clear Books Payroll needs to cease taking deductions from their pay.

Cyclical automatic re-enrolment is now applicable to eligible jobholders who have opted out of a pension scheme after your staging date.
Fill out the following fields in the employee details form:
  • 'Date opted out'

  • 'Date left scheme'

Select the following fields in the employee details form:
  • 'Re-assess at re-enrolment'

Entitled worker join notice received
You (the employer) has received a 'Join' notice from an entitled worker, but have not yet enrolled the employee in a non-automatic enrolment pension scheme.
Fill out the following fields in the employee details form:
  • 'Date opted in'

Postponed
You (the employer) has decided to postpone this employee's auto enrolment assessment.
Fill out the following fields in the employee details form:
  • 'Postpone until <enter date>'

Excluded
The employee is not making contributions to any pension scheme. This could be because:


  1. They do not ordinarily work in the UK

  2. Cyclical automatic re-enrolment is now applicable to eligible jobholders who have ceased membership of a pension scheme after your staging date.

Select one of the following fields in the employee details form:
  • 'Exclude from assessment'
OR


  • 'Re-assess at re-enrolment'
Not contributing
If the employee is a non-eligible jobholder or an entitled worker and they are not in a pension scheme, and you (the employer) have not received an 'opt in' or 'join' notice.

N/A

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Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


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