Auto enrolment emails are essential communications sent to employees regarding their automatic enrollment into a pension scheme. They inform employees about their rights, contributions, and the benefits of participating in the pension plan.
To do this, follow the steps below in Portal.
Set a letter or email on pension scheme
To set the letter or email, depending on the pension scheme, follow the steps below.
From the dashboard menu, select People management.
Click Data Centre then click VIEW ALL.
Click HR Event Configuration then for the Event Category, set as Auto Enrolment Pension.
To add a new notification, click Add New notification then set up as required.
To edit current notification, click the three dot menu then click Edit.
Beside the relevant Notification ID, click the three dot menu then click Edit.
For conditions, fill the following:
Set condition 1 as Pension scheme
Operator =, Value (pension scheme number).
Click Save.
Generated emails
After you set up the letter or email for the pension scheme, check that the emails generate correctly. To do this, follow the steps below.
From the dashboard menu, select People management.
Click Data Centre then click VIEW ALL.
Click HR Event Configuration then for the Event Category, set as Auto Enrolment Pension.
Beside the relevant Event Type required,
Against the Event type required, click the three dot menu then click History.
Set the Event Date from and To then click Search.
Beside the relevant entry in Event History, click the three dot menu then click Details.
Click the three dot menu then select Details.
The email details will show.