Please follow this guide to understand how to automated automatic enrolment works.
New starter Automation #
paiyroll® has been designed to automate all the steps for automatic enrolment. This means that after a scheme is setup, when you add a new starter with an AE Pay Item referencing the scheme, no additional AE Pay Item values or manual steps are required.
There are 2 modes for AE Auto-enrolment:
| Automatic | Manual |
|---|---|
| The usual approach for no-touch starters | Only for import, or for correcting a prior incorrect AE status |
| When neither a Migrated Status or Date(s) are provided, Workers will be enrolled according to the scheme settings. | The automated importers generate the Migrated Status and Date(s); there is no automation, as the status is forced (completed beforehand). The only exception is where a Migrated Status of Deferred is set, which will trigger automation on the deferral date. |
| Letters will be generated and sent | No letters are sent (except for Deferral) |
| New Enrolments appear in member files | No enrolments are generated (except for Deferral) |
In day-to-day use, leave the Migrated AE input fields blank so the software operates automatically after the Pension scheme settings have been configured.
In both cases:
- Deductions can be percentages or absolute values.
- The relevant contributions appear in the contribution file
Migrated Status #
Exceptionally, if you need to force a particular migrated status, then follow the table below. This will occasionally occur on import if the migration status was not determined correctly.
| AE Pay Item input | Worker was Enrolled | Worker was Opted-out | Worker was Opted-in | Worker in Deferral | Worker Not Enrolled after deferral |
|---|---|---|---|---|---|
| Migrated Status | Auto-enrolled | Opted-out | Opted-in | Deferred | Not Enrolled |
| Migrated Date | Date auto-enrolled | Date auto-enrolled | Date opted-in | Date of deferral | Date of deferral |
| Opt-out date | Date opted-out | ||||
| Opt-in date | Date opted-in |