Sometimes when you check your Cyclical re-enrolment settings in Sage 50 Payroll, the following message appears beside your re-enrolment date:

'The date entered is a historical date'

If your re-enrolment date is historical, you've updated records for the pay period that your cyclical re-enrolment date falls into.

Where you've already completed re-enrolment in full, this is normal, and you can move the date on to the next re-enrolment.

If you haven't completed re-enrolment and have a historical date, continue to follow this article.

The most common causes for a historical re-enrolment date are:

Date missed

This occurs if you didn't realise that your re-enrolment date was in an earlier pay period.

For example, your re-enrolment date is 1 January, but you’ve already processed your monthly employees on 31 December.

The pay date 31 December is in the same tax period as the re-enrolment date of 1 January.

This means the assessment was due when you processed the December pay run.

Multiple pay frequencies

You have multiple pay frequencies, already updated records for some of the employees, for example monthly paid employees.

Advanced pay

You advance pay in the relevant pay period.

Changing the date

When you complete your re-enrolment duties, your software updates the date automatically. This takes place in a period following re-enrolment, not immediately.

If you need to change the re-enrolment date in your software, the steps you need to follow depend on whether you're still within your six-month re-enrolment window.

You're within your six-month re-enrolment window

If you're still within your six-month window, set your cyclical re-enrolment date to a period you haven’t yet processed.

If you've already assessed in that period and the cyclical re-enrolment date is unavailable, restore a backup. Then, carry out cyclical re-enrolment and re-process your payroll. When you restore back, restore a backup to before you set the cyclical re-enrolment date, amend it then process back up to date.

You're outside of your six-month re-enrolment window

If you've processed beyond your six-month re-enrolment window, restore or recover to the period your cyclical re-enrolment date is in.

Then, carry out cyclical re-enrolment and re-process your payroll.

You carried out cyclical re-enrolment manually

If you completed cyclical re-enrolment manually without using Sage 50 Payroll, enter the date you completed this in your re-enrolment settings.

You still need to ensure you meet your duties. These include notifying employees within six weeks of their re-enrolment date, and your re-declaration of compliance.

If you've missed the deadline for any of your duties, contact The Pensions Regulator (TPR) for further advice.