Where can I view an employees automatic assessment for Pension Enrolment?

If the employee or company is not exempt from automatic assessment, then the employees will be assessed. Employee eligibility is determined by age and income.

Refer to the below table describing employee eligibility and worker categories:

      

The income used to determine the employee’s eligibility is the month-to-date, fortnight-to-date or week-to date value on the NIC Income (tax code: NICI) note component. It is important to note that employees cannot move from an eligible to a non-eligible/entitled worker category. Once an employee becomes an Eligible jobholder and are automatically enrolled, they will not be de-enrolled in the future. This is only possible on cyclical re-enrolment.

The employee’s assessment status and assessment history are calculated and referenced on the employee-level Pension screen. 

Employees are continuously assessed and updated. However, only changes in Worker category or Enrolment status will trigger another assessment on the history grid.

      Navigate > Employee > Payroll Processing > Pension

      

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