Which employees are eligible?

Which Employees Are Eligible?

Assessing employees will need to be completed using your payroll software.

What is an Assessment?

Before enrolling employees into a pension scheme, you need to assess their eligibility. This process takes place as of your company’s staging date and is done by evaluating factors such as:

• Age

• Income

• Payment frequency (weekly, monthly, etc.)

Pension contributions are then calculated based on the respective employer and employee percentages, and these contributions are invested into the employee’s pension scheme.

What is an Individual Assessment?

An individual assessment is typically used in cases where:

• You’ve uploaded payroll information for most employees but need to assess new joiners.

• You have a small number of employees and don’t use payroll software.

This form is useful for employers who prefer to assess employees one by one instead of doing a bulk assessment.

What Happens When I Assess My Employees?

After assessing an employee’s eligibility and sending us the updated Papdis file, we send them an email confirming whether they have been automatically enrolled or not.

• Eligible employees will start paying into their pension scheme.

• Non-eligible employees have the option to opt in and contribute to the pension scheme if they choose to.

Can I Assess All My Employees at Once?

Assessment is usually integrated into your payroll process. You have a few steps for assessing employees:

1. Use your payroll software to assess employees, and then update your payroll software with the necessary calculations.

2. Send us a pre-assessed payroll file that includes the necessary assessment details and pension contributions.

By following these steps, you can ensure your employees are properly assessed and enrolled into the pension scheme according to their eligibility.