How do I automatically enrol employees?
IRIS Earnie IQ runs the Auto Enrolment process for each employee individually when using the Do Payroll process.
The software checks if the payroll date is on or after the company Staging Date.
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If a Postponement Period is in operation, a Deferral Date is entered in Employee Details > Auto Enrol.
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If the employee is identified as an eligible or non-eligible jobholder or an entitled worker, the employee’s Worker Status sets accordingly.
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If there is no Postponement Period in place and the employee’s Worker Status is set to Eligible Jobholder, the software assigns an Automatic Enrolment Date, marks the employee as a Member of a Qualifying Scheme, and adds the pension fund and pension deductions (if configured) to Employee Details > Auto Enrol.
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Employee and employer pension deductions are calculated and the payroll process continues as normal. Once complete, the system moves onto the next employee.
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The software re-assesses any employees not previously eligible, any employees whose Worker Status is not set to Eligible Jobholder, and any workers with a Deferral Date assigned where that Deferral Date is in the pay reference period being assessed. When earnings are above the Automatic Enrolment trigger, the employee is auto-enrolled.
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If an employee becomes eligible, the Deferral Date is removed, the Automatic Enrolment Date is set, and the Pension Fund and pension deductions are assigned.
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After the employees are processed, and if any have been automatically enrolled, a message displays asking if you want to print a report outlining the changes made. Select Yes to print or preview the report.
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When you redo/undo the payroll, employees are re-assessed. Remember, this may result in an employee being auto enrolled or Auto Enrolment dates being removed.
Select Preview on the Input/Edit Payroll Details screen to see the effect of auto enrolment. Remember, the process does not finalise until you have selected Process on that employee’s pay screen and moved onto the next.