Common reasons
Historical re-enrolment dates most commonly occur 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 in the same pay period as your re-enrolment date was 31 December. This means you should have completed assessment when you processed your December pay
- You have multiple pay frequencies, already updated records for some of the employees, for example monthly paid employees
- You advance pay in the relevant pay period
Changing the date
If you're still within your six-month window, you should set your cyclical re-enrolment date to a period you have not yet processed.
If you've already assessed in that period and the cyclical re-enrolment date is greyed out, you must restore a backup, carry out cyclical re-enrolment and re-process your payroll.
If you've processed beyond your six-month re-enrolment window, you must rollback, restore or recover to a pre-update stage in the pay period that your cyclical re-enrolment date falls into, carry out cyclical re-enrolment and re-process your payroll.
You carried out cyclical re-enrolment manually
If you've already completed cyclical re-enrolment outside of Sage 50 Payroll, you must enter the actual date you did this, and confirm you carried out the necessary duties.
You enable the Pensions Module after your cyclical re-enrolment date
If you enable the Pensions Module after your cyclical re-enrolment window and haven't carried out your duties outside of Sage 50 Payroll, what you do next depends on whether you're still within your six-month window, or if it has passed.
- If you're still within your six-month window, you should set your cyclical re-enrolment date to a period you have not yet processed
- If you've processed beyond your six-month re-enrolment window, you must rollback, restore or recover to a pre-update stage in the pay period that your cyclical re-enrolment date falls into, carry out cyclical re-enrolment and re-process your payroll
- If you miss the deadline to write to any employees you need to re-enrol or your re-declaration of compliance, you must also contact TPR to advise them