| Duty Start Date | This is the date your automatic enrolment duties began. |
| Triennial re-enrolment period | This is the re-enrolment date by which you must re-assess all employees and automatically enroll eligible jobholders into a qualifying pension scheme. This is three years after your staging date. |
| TPR registration due by | Register with The Pensions Regulator (TPR) by this date. This is five calendar months from your staging date. Even if you've applied for postponement for all of your employees, it doesn't affect your staging or registration date. |
| Automatic Enrolment Phasing Settings | The total minimum contribution is 8% with at least 3% coming from the employer. The Pensions Module performs a check to make sure the contributions are correct when you click this button. Find out more about Automatic enrolment phasing - update the percentages using the Pensions Module. |
| Postpone new starters | If required, you can use this option to choose which pay period to align new starters to. To postpone to the start to the next tax period, choose Align to next pay reference period.
To postpone to the latest possible period, choose Align to latest pay reference period.  NOTE: The postpone settings don’t apply to postponement automatically within the pension assessment. It will suggest a date when to apply for postponement, based on the option you chose.
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| Postpone due to pay spike | If required, you can use this option to choose which pay period to align employees who have a pay spike to. This affects any employees who have an increase in pay that makes them an eligible jobholder. To postpone to the start to the next tax period, choose Align to next pay reference period.
To postpone to the latest possible period, choose Align to latest pay reference period. |
| Postpone for 22nd birthday | If required, you can use this option to choose which pay period to align employees who reach their 22nd birthday to. To postpone to the start to the next tax period, choose Align to next pay reference period.
To postpone to the latest possible period, choose Align to latest pay reference period. |
| Default Automatic Enrolment Scheme | The Sage 50 Payroll Pensions Module automatically enrols eligible employees into your default qualifying scheme. Choose which of your pension schemes this is using this option. You must have at least one set up as a qualifying scheme to set this option and save your settings. |
| Group employees by | You can use this option to choose how you want employees to group in the Sage 50 Payroll Pensions Module. You can group by Cost Centre, Department or None. To set up departments and cost centres, click Company then click Settings then click Analysis. |
| Exceptions to default scheme | If you choose to group your employees by department or cost centre, you can choose which default automatic enrolment pension scheme applies to each group. For example, if you have departments Management and Clerical, and Pension 1 and Pension 2, assign Pension 1 to Management and Pension 2 to Clerical. If you don't assign a pension scheme to a group, it defaults to the scheme you chose in the Default Automatic Enrolment Scheme option. |