Every three years, cyclical re-enrolment requires you to assess any employees who have left your workplace pension scheme, and re-enrol them if they are eligible for automatic enrolment.

To prepare, you should check your re-enrolment settings are correct.

 TIP: Watch Pension Re-enrolment and re-declaration webinar.

Let's run through the steps now.

Check your re-enrolment settings

1. Click Company, then click Pensions Module Settings.
2. Click Manage Cyclical Re-enrolment settings. The re-enrolment settings window opens >

Cyclical re-enrolment date

This is the date your re-enrolment takes place, you can select any date within your 6 month re-enrolment window.

Your 6 month window runs from three months before, to three months after either:

• The three-year anniversary of your duty start date, this applies when you reach your first re-enrolment since your duties began.
• The three-year anniversary of your last cyclical re-enrolment date, this applies if re-enrolment has been completed before in your company.

The Pensions module confirms your re-enrolment window, to select your re-enrolment date simply enter the date under Your company cyclical re-enrolment date.

If your re-enrolment date shows as historical, you must check this before you continue. Historical cyclical re-enrolment date >

Re-enrolment exclusions

If you have any employees who opted out of your pension scheme within 12 months of your re-enrolment date you can choose whether they are included in your re-enrolment assessment. 

Click the dropdown box to select your preferred option. 

Individual employee exclusion reasons (optional)

You can set exclusion reasons to prevent individual employees from being assessed and re-enrolled, for example if they're working their notice period. Automatic enrolment exclusions >

Your settings are now updated, ready for when you run cyclical re-enrolment. How do I process pension re-enrolment with the Pensions Module? >

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