Clear Books Support

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...

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...

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 ...

When certain events occur, you need to manually update the employee's 'Auto enrolment status'. This helps you to remember what status they ha...

To set a pension scheme for an employee in Clear Books Payroll: Step 1. From the Payroll navigation, select Employees > View. Step 2. Select th...

By law you must enrol the employee into your pension scheme - this must be done directly with your pension provider. Please speak to them if you are unsure ...

Check with your pension provider for the correct percentage of contributions as different pension providers will have different requirements. By law y...

By law you must remove the employee from the pension scheme - this must be done directly with your pension provider. Please speak to them if you are unsure ...

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&...

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...