Manage employee exclusions reasons

• Click Employee, then click Auto Enrolment Exclusions.

Exclusion reasons

• No Exclusion - An employee who is eligible to be assessed.
• Director without employment contract - An employee who holds the office of a director of the employer. The employee is appointed director by the company or organisation but doesn’t have a contract or receive regular payment.
• Non-salaried limited liability partner - A limited liability (LLP) partner who is not treated by HMRC as a salaried member.
• Maximum annual contribution reached - An employee who has built up pension savings above the Lifetime Allowance for HMRC purposes is protected from tax charges on those savings under HMRC’s primary, enhanced, fixed or individual protection requirements.
• Received winding-up lump sum - An employee who has been paid a winding up lump sum payment while in your employment, and during the 12 month period that started on the date the payment was made, the employee ceased employment after the payment has been paid, and was subsequently re-employed by you the employer.
• Working notice period - An employee who has given notice or been given notice of the end of their employment.

Cyclical re-enrolment

If you're approaching your sixth month re-enrolment window for cyclical re-enrolment, you can also manage your employee exclusion reasons:

1. Click Company, then click Pensions Module Settings.
2. Click Manage Cyclical Re-enrolment settings, then Manage Employee Exclusions.