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.

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

Check your re-enrolment settings

1. Go to Company, then Pensions Module Settings.
2. Click Manage Cyclical Re-enrolment settings. ▼ View the re-enrolment settings window.

 

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

Re-enrolment exclusions

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

Click the dropdown box to select your preferred option. 

Individual employee exclusion reasons (optional)

You can set automatic enrolment exclusions reasons to prevent individual employees from being assessed and re-enrolled, 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 how do I process pension re-enrolment with the Pensions Module article when you're ready to process re-enrolment.

 NOTE: After you process re-enrolment your software moves the re-enrolment date on by three years automatically, after your current 6 month window ends.