Auto enrolment

Setting up your staging date for auto enrolment
If you're a business owner you may be aware of the UK government's automatic enrolment initiative, designed to help people save more money for lat...
Thu, 21 Jun, 2018 at 3:55 PM
Add your pension scheme to Clear Books Payroll
Once you have set up a pension scheme with a provider, you will needs to add some details for this into Clear Books Payroll. If you already have an existing...
Thu, 21 Jun, 2018 at 3:56 PM
Find out who to enrol - assess the workforce
By your staging date, you will need to assess your staff for eligibility to find out who to automatically enrol. Clear Books Payroll has a report that will ...
Thu, 21 Jun, 2018 at 3:56 PM
Setting the employee's auto enrolment status
When certain events occur, you need to manually update the employee's 'Auto enrolment status'. This helps you to remember what status they ha...
Thu, 21 Jun, 2018 at 4:37 PM
How to assign a pension scheme to an employee
To set a pension scheme for an employee in Clear Books Payroll: Step 1. From the Payroll navigation, select Employees > View Step 2. Se...
Thu, 21 Jun, 2018 at 3:57 PM
What to do if an employee sends you an opt in letter
Step 1. From the Payroll navigation, select Employees > View Step 2. Select the name of the employee you wish to edit Step 3. ...
Thu, 21 Jun, 2018 at 3:57 PM
What to do if an employee sends you a joining letter
Step 1. From the Payroll navigation, select Employees > View Step 2. Select the name of the employee you wish to edit Step 3....
Thu, 21 Jun, 2018 at 3:57 PM
What to do if an employee sends you an opt out letter
Step 1. From the Payroll navigation, select Employees > View Step 2. Select the name of the employee you wish to edit Step 3. ...
Thu, 21 Jun, 2018 at 3:57 PM
What to do if you want to postpone automatic enrolment
First of all you need to decide if you are postponing all of your workforce, or just some individuals. If you are unsure please read the Pensions Regulator&...
Thu, 21 Jun, 2018 at 3:57 PM
How to add your re-enrolment date
As an employer, under your new duties, in certain circumstances you must ensure that you put workers back into a pension scheme. This process is known as au...
Wed, 18 Jul, 2018 at 3:01 PM