Viewing pension status for auto enrolment is a payroll function that allows you to monitor and review employees' current pension scheme participation and eligibility status.
This is important to ensure compliance with auto enrolment legislation, track employee pension contributions accurately, and identify any employees who require enrolment or re-enrolment into the pension scheme.
This should be applied regularly during payroll processing, when onboarding new employees, and during statutory re-enrolment periods to maintain accurate pension records.
To view the auto enrolment status for an employee, follow the steps below in Portal.
Click Employee then in the search field, search for employee.
Beside the relevant employee, click VIEW then click Pension.
Highlight the relevant pension code then click the three-dot icon.
Click Edit then review the auto-enrolment section.