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Exclude an employee from auto-enrolment

Exclude a director from automatic enrolment.

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Written by Jordan Hutchinson
Updated over 2 months ago

All employees must be assessed for pension eligibility; however, in some instances, the employee may need to be excluded from auto-enrolment. To do this, follow the steps below.

  1. Click Payroll, and then click Employees.

  2. Find and select the required employee.

  3. Click Open Employee, and then click the Contract Details tab.

  4. Select the required exclusion checkbox.

  5. Click Save and Close.

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