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

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 tax period as your re-enrolment date was 31 December. This means you completed the 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

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'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.

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

Sometimes you already completed cyclical re-enrolment outside of Sage 50 Payroll, enter the actual date you did this. You also need to confirm you carried out the necessary duties.

You enable the Pensions Module after your cyclical re-enrolment date

If you haven't completed re-enrolment and enable the Pensions Module, your next steps depend on whether you're still within your six-month window.

• If you're still within your six-month window, you should set your cyclical re-enrolment date to a period you haven’t yet processed
• If you've processed beyond your six-month re-enrolment window, you need to:
  • 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 reprocess your payroll
• If you miss the deadline to write to any employees you need to re-enrol or your re-declaration of compliance, contact TPR to advise them