If you don't subscribe to the Pensions Module, you must manually assess your employees who've opted out of your pension scheme. If you find that any of your employees need to be re-enrolled, you must assign your workplace pension scheme to their employee record.

Assess your employees

Re-enrolment is due when your process date falls in the same tax period as your re-enrolment date.

When you process this period you must identify the employees who've opted out previously and assess them to check if they're eligible jobholders. 

Re-enrol employees into your pension

If you find you have employees who need to be re-enrolled you must assign your workplace pension scheme to their employee record in your software. 

Next steps

You must write to any employees you re-enrol within six weeks of your re-enrolment date. For a template letter, visit The Pensions Regulator's website >

Finally, you need to complete an online declaration of compliance to confirm you've met your legal duties. 

What if my employee wants to opt out again?

In some cases, you may have an employee who doesn't want to be re-enrolled. If they are eligible for re-enrolment you must still re-enrol the employee into your pension scheme.

Once they've been enrolled, the employee must contact the pension provider to opt out. You can then process the opt out in the pay period after you receive confirmation of the opt out.

Regulator guidance

For full guidance on how to meet your re-enrolment duties, visit The Pensions Regulator's website >

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