When an employee first becomes eligible for automatic enrolment, if required you can postpone their enrolment by up to three months.

1. Select Payroll, then select the relevant employees on your employee list.
2. Select Pension Assessment.
3. Select Yes and follow the steps in the Backup Wizard.
4. Within the pension assessment, select the employees you want to postpone then click Postpone.
   • If the Postpone option isn't available, follow our postpone option not available article
5. Enter the date up to three months away to postpone until, then select Postpone.
6. Send the postponement letter to your employees using Send Pension Correspondence. For help with doing this, follow the how do I send pension correspondence article.

You've postponed the employees, and can continue to process as normal.

Run the pension assessment in each period you process. If the employees are eligible for automatic enrolment when the postponement ends, your software enrols them.

Opt in/join

An employee can still choose to opt in or join the scheme during their postponement.

If they do, process the opt-in/join request in the Pensions Module.

Enhance your pension knowledge

In addition to your current support options, you can purchase tailored Pension training sessions with a product expert, to help you process pensions accurately and confidently.

Find out more