Assessing your workforce

There are three main things to look at when assessing your workers:

AE assesment is based on age, earnings and if they are a uk worker

These things will determine a worker’s status for instance, whether they are an Eligible Jobholder, a Non-eligible Jobholder or an Entitled Worker.

  • An Eligible Jobholder must be auto-enrolled* and you are required to contribute.

  • A Non-eligible Jobholder can opt in to an auto-enrolment scheme and you are required to contribute.

  • An Entitled Worker can request to join a scheme, but you are not required to contribute.

* If they are not already a member of a qualifying pension scheme.

The Automatic Enrolment earnings trigger is calculated on a pro-rata basis for the worker’s pay period. These pay period earnings are used to determine if the worker needs to be auto enrolled (providing other criteria is met) and not their year to-date earnings.