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Pension re-enrolment

Pension re-enrolment in SelectPay.

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Written by Charlotte Alderson
Updated over 4 months ago

No more than three months after the third anniversary of your staging date or last re-enrolment date, you need to reassess employees who left your pension scheme.
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You need to re-enrol any employees back into your pension scheme who are:

  • Aged between 22 and up to state pension age.

  • Earn over Β£10,000 per year, Β£833 per month, or Β£192 per week.

πŸ“ŒNote: You can't use postponement to delay re-enrolment.

To do this in SelectPay, follow each section below in order.

Check your re-enrolment date

To find your re-enrolment date, follow the steps below.

  1. Click the System tab then click Company Details.

  2. Click the Pensions tab then check the Next Re-enrolment Date field.

This is automatically set to the third anniversary of your original automatic enrolment staging date; however, you can set this to up to three months earlier or later.

30 days before your next re-enrolment date, a message appears on the SelectPay welcome screen with a countdown. If you've missed your re-enrolment date, a warning appears.


Check who is eligible

To check which employees you need to re-enrol, follow the steps below.

  1. Click the Pension tab then click Quick Reports.

  2. Click Re-enrolment then select a destination to print or export the report.

  3. Enter any relevant search options, for example, pay frequency.

  4. Click Next.


Process re-enrollment

Once you've checked which employees you need to re-enrol, you need to process their re-enrollment.

  1. Take a backup of your data.

  2. Click the Pension tab then click Pension Wizard.

  3. Click Re-enrolment then select all pay frequencies.

  4. Check the list of employees matches the report you exported.

  5. Select the All payments have been entered check box.

  6. Click Next then click Finish.

Once you've done this, you need to assign your pension pay elements to the re-enroled employees.

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