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

Step 1.

Navigate to Employees > View and select the name of the employee you wish to edit.


Step 2.


Select 'Pension details' from the left hand side menu.


 

The 'Worker category' field is automatically set after running the Assess the workforce report.


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


Auto enrolment statusWhen to choose this optionActions you need to take
Enrolled in qualified pension schemeThe employee is in a qualified pension scheme therefore Clear Books Payroll should take deductions from their payFill 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 schemeThe 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 opted inYou (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'
  • 'Pension scheme'
  • 'Date joined scheme'
  • 'Employee's pension contribution %'
  • 'Employer's pension contribution %'
Employee opted outYou (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'
Remove any pension contributions.
Tick the 'Wait until re-enrolment' checkbox.
Entitled worker joinedYou (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 joined scheme' 
  • 'Employer's pension contribution %'
  • 'Employee's pension contribution %'
  • 'Date opted in' 
PostponedYou (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>'
ExcludedThe 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 contributingIf 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


If you are unsure of the pension contribution amounts, please contact your pension provider


Clear Books Payroll supports the government tax relief where the government pay 20% of contributions and the employee pays 80%. This is automatically taken into account for relief at source schemes, when calculating deductions so in the 'Employee's pension contribution (%)' field, still enter the full % amount.


For example, if the overall employee contribution is 1% enter this amount to Clear Books Payroll and Clear Books will only deduct 0.8% from the employee to account for the government tax relief.


When using salary sacrifice, the contributions % is based upon the nominal salary.


Technical support is available from Monday to Friday, 9 - 5.


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