What additional pension information do I need to add to Employee Details?

Before automatically enrolling an employee into a pension scheme, you may need to complete some additional details.

The Auto Enrolment feature adds the field information in Employee Details > Auto Enrol.

Selecting a Pension Fund here automatically populates the associated Pension deductions on the Employee Details > Pay/Ded tab with any default percentage calculation.

On Employee Details > Auto Enrol :

  1. Select Works outside of UK, if necessary.

  2. When using the IRIS OpenEnrol element of IRIS AE Suite, you must select the Transitional Period box before running the employee’s first payroll under automatic enrolment to trigger Letter 1T.

  3. An employer can choose to apply the Transitional Period for Defined Benefits and Hybrid Pension schemes to all their workers who meet the criteria to be an eligible jobholder on the employer’s first auto enrolment date.

  4. You can only use one Pension Fund as the default for Auto Enrolment. If you have many Pension Funds, you must apply these manually in Employee Details.