Before you configure auto enrolment in PeopleXD, ensure that you have completed the following steps:
Register your organization with NAERSA via the Employer Portal and provide bank details for direct debit.
Obtain a valid ROS digital certificate for API authentication; this is the same certificate used for PAYE Modernisation.
Assign the AUTO_ENROL_IE_MENU profile to all users who require access to auto enrolment.
⚠️Important: Complete all configuration steps before processing your first Auto Enrolment payroll.
Create pay codes for auto enrolment
To create a pay code for auto enrolment, you need two pay codes: one for employee contributions and one for employer contributions.
To assist you in creating auto enrolment pay codes, please watch the instructional video or follow the steps outlined below.
Click Settings then under Codes, click Pay Codes.
In the Search field, search for a current employee or employer pension deduction pay code you want to copy.
Beside the relevant pay code, click the three dot icon.
From the Pay Code drop down menu, select the relevant pay code.
Search for a current employee or employer pension deduction pay code you want to copy.
Click the three-dot menu then select Clone.
In the New Pay Code field, enter the new pay code number then click OK.
To update the pay code details, select the three-dot menu icon then click Edit.
Click Save.
Repeat these steps to create both an employee contribution pay code and an employer contribution pay code.
📌Note: The employee pension deduction pay code should be set to Pre-Taxable, Non-PRSIable, and Non-USCable. Once the Irish auto enrolment pension scheme is configured, it becomes non-taxable under relief-at-source rules, meaning contributions are deducted from net pay.
Create an Auto Enrolment pension scheme
To assist you in creating auto enrolment pension schemes, please watch the instructional video or follow the steps outlined below.
Click Settings then under Codes, click Pension Scheme.
In the Pension Code field, enter an existing Irish pension scheme number.
Click Duplicate then confirm with OK.
Update the pension code and description for the new scheme.
Under Employee Pay Codes, in the Deduction fields enter the employee pay code you created.
Turn on the Irish Auto Enrolment indicator.
To save changes, click Save.
📌 Note: You don't need to set the employee and employer deduction percentages on the pension scheme. These rates are received from NAERSA during the AEPN retrieval process.
Set the default pension scheme
For most organisations, you only need to assign one auto enrolment pension scheme at a global level. To set the default pension scheme, follow the steps below in Portal.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions then select Pension Rules Parameters.
In the Default Pension Scheme field, enter your Auto Enrolment scheme number.
Click Save.
Assign pension schemes by reference data (optional)
If you need multiple auto enrolment schemes for costing or reporting purposes, you can assign schemes based on reference data. To do this, follow the steps below.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions then select Pension Rules Parameters.
From the Reference Item dropdown, select your chosen reference item.
In the Pension Scheme field beside the relevant reference item number, enter the required pension scheme.
Click Save.
📌 Note: Where no pension scheme exists for a reference item, the default pension scheme is used.
Exclude a pay group (optional)
All pay groups should be subject to auto enrolment assessment. However, you can exclude specific pay groups if required.
To a pay group from auto enrolment, please watch the instructional video or follow the steps outlined below.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions then select Pay Group Parameters.
Beside the pay group you want to exclude, turn on the Exclude Pay Group indicator.
Click Save.
Exclude an employee (optional)
All employees should be subject to an auto enrolment assessment. However, you can exclude specific employees if required.
To exclude an employee from auto enrolment, please watch the instructional video or follow the steps outlined below.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions then select Employee Parameters.
Beside the employee you want to exclude, turn on the Exclude Employee indicator.
Click OK.
⚠️ Important: NAERSA does not recognise any valid reason for excluding an employee once an Auto Enrolment instruction has been issued. This functionality exists only to support genuine, exceptional cases and should be used rarely.
Configure proxy server settings (optional)
If your organisation uses a proxy server for internet connectivity, you need to configure the proxy settings.
To do this, follow the steps below in Portal.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions then select Auto Enrolment Parameters.
Enter the Proxy URL then enter the Proxy Username and Password.
To save changes, click Save.
Configure salary sacrifice pay codes (optional)
If your organisation operates salary sacrifice arrangements via negative allowances, you must enable the salary sacrifice indicator on the relevant pay codes.
This ensures auto enrolment calculates on revenue gross pay before the salary sacrifice deduction.
📌Note: If salary sacrifice is set up as a deduction, you don't need to set the salary sacrifice indicator. Deductions are not part of the revenue gross pay figure.