Which employees are eligible?
How to assess your team for auto-enrolment
Getting this right matters. It keeps you compliant, your payroll running smoothly, and your team supported from day one. Here’s what to do.
Who needs to be assessed?
Everyone on your payroll.
Auto-enrolment is a legal requirement, so you’ll need to assess each employee through your payroll software. It checks if they qualify based on:
- Age
- Earnings
- How often they’re paid
Once you’ve run the assessment, contributions from both you and your employees start, using the correct rates.
What does the assessment involve?
It all kicks in when your scheme goes live.
From your staging date, every employee is checked automatically. Here’s what happens:
- Anyone who’s eligible gets enrolled and starts contributing.
- Non-eligible employees can still choose to opt in.
Once that’s done, just send us your updated Papdis file. We’ll handle the rest – including letting your team know what’s happening.
What’s an individual assessment?
Need to assess just one or two team members? No problem.
Individual assessments come in handy when:
- You’ve already uploaded most payroll data but have a new joiner.
- You’re running payroll manually and keeping things small.
It’s a flexible option that’s great for growing teams or non-standard payroll setups.
Can I assess everyone at once?
Absolutely – and it’s usually the simplest way.
Most employers:
- Use payroll software to assess everyone and calculate contributions.
- Send Thrive a file that already includes assessed contributions.
Either way, it’s built to be smooth, simple and fully compliant.
Need a hand?
We’ve got you.
If you’re not sure who’s eligible, how to assess your team or how to upload your file, just get in touch. We’ll walk you through it.
- Call us: 01452 922000
- Email: help@mythrive.co.uk
- Live chat: On the Thrive website and Employer Portal
Pension eligibility doesn’t need to be tricky. With Thrive, it’s all part of the plan – easy, secure, and built around your business.