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

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

Check your re-enrolment settings

To access your re-enrolment settings:

1. Go to Company, then Pensions Module Settings.
2. Select Manage Cyclical Re-enrolment settings.

Find out below what each section means, and how to use it.

Cyclical re-enrolment date

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

Your six-month window runs from three months before, to three months after either the three-year anniversary of your:

• Last cyclical re-enrolment date, this applies if you've completed re-enrolment before in your company, or
• Duty start date, this applies when you reach your first re-enrolment since your duties began

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 you have a Historical cyclical re-enrolment date, you must check this before you continue.

Re-enrolment exclusions

You can choose whether to assess employees who opted out of your pension scheme within 12 months in your re-enrolment assessment.

Use the dropdown box to select your preferred option.

Individual employee exclusion reasons (optional)

You can set automatic enrolment exclusions to prevent your software from assessing and re-enrolling individual employees. For example, if they're working their notice period.

Next steps

You've updated your settings ready for when you run cyclical re-enrolment. Follow the pension re-enrolment with the Pensions Module article when you're ready to process re-enrolment.