Payroll assigns a worker category to each employee. It bases this on their age and earnings:- Eligible jobholder – enrolment into your default qualifying scheme is automatic. You make employer contributions
- Non-eligible jobholder– can opt in to a pension scheme. It must be a qualifying scheme and you make employer contributions
- Entitled worker – can join a pension scheme if they want to. It doesn’t have to be a qualifying scheme and you don’t have to make any employer contributions
- Excluded from Auto Enrolment and not enrolled- a setting within the employee record. It excludes the employee from auto-enrolment.
To assess your workforce in Payroll, please complete the below steps:
 NOTE: This option is only available when you first set up a pension scheme within payroll. - Select the Pensions tab.
- Select Assess Workforce.
- Select Printable PDF and print the report from your Internet browser menu.
- Within Payroll, go back to the Pensions tab.
- Select the Workforce assessed check box.
After this, Payroll will assess your employees every time you complete a pay run. [BCB:299:UKI - Personal content block - Dane:ECB][BCB:304:UKI - Search override - Payroll UK:ECB]
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