Every 3 years you have a legal duty to re-enroll certain staff back into a pension scheme.
paiyroll®, does this automatically on the 3rd anniversary of the Last Re-enrolment date which can be found in the Tax section of the Company set up. For example, based on the following date:
paiyroll® will automatically re-enrol any required employees on the 1st of November 2023 (multiple of 3 years).
Re-enrolment letter: When you receive your re-enrolment letter from the pension regulator check that your Last Re-enrolment date is correct so that the software can operate automatically.
If you wish to modify the automatic re-enrolment date, then simply pick a date which is 3 years before your chosen date. For example, if you wish to use a re-enrolment date of the 1st of October 2023, then set the last enrolment date to the 1st of October 2020.
All staff who need to be re-enrolled will be enrolled in the pay reference period that spans the 3-year anniversary.
- Monthly Example: you pay your workers on the 28th of October and your pay reference period is from the 1st to the 31st of October, then a 1st of October re-enrolment date will be processed in the October pay run.
- Weekly example: If you pay in arrears, for example, on a Friday for a pay period ending the previous Sunday, your pay reference period will be the one where the payday falls and not the earning period!
Note that, re-enrolment may be processed different pay runs may be different for weekly and monthly workers.
All workers who are re-enrolled will have an auto-enrolled message on their payslips confirming this.
Declaration of compliance #
After the re-enrollment process is complete, you will need to complete your declaration of compliance.
You will find all the information required on the GB AE sheet on the Pre-approval summary2 report:
If you open this report, you can use the table below to fill in the numbers required:
| Declaration Information you’ll need to provide | Where this is on the GB AE sheet |
|---|---|
| The total number of staff employed on your re-enrolment date | The total number of rows of workers |
| The number of staff you had to put back into a pension scheme | Filter the Enrol date column to see all of those enrolled on the 3-year re-enrolment date |
| The number of staff who were already members of a pension scheme (on your re-enrolment date) | This will be a simple sum based on their TPR guidance |
| Re-enrolment of staff on your re-enrolment date | ‘Yes’ if any workers put back into a scheme on your re-enrolment date or ‘No’ if you didn’t have staff to put back into a scheme on your re-enrolment date |
| The number of staff who do not fall into the above categories | This will be a simple sum based on the TPR guidance |
More information #
Can be found on The Pension Regulator website