Re-enrolment for Pension schemesBefore sending re-enrolment pension data to your pension provider you need to: The re-enrolment date shows on the Pension Provider portal. This happens when the re-enrolment period becomes available.
Your re-enrolment dutiesThere are four steps to re-enrolment: -
Choose your re-enrolment date -
Assess and re-enrol eligible employees -
Write to employees who are re-enrolled -
Complete your re-declaration of compliance You must complete a re-declaration of compliance. Do this whether you need to re-enroll employees in your pension scheme or not. For more information about this process. Access the TPR Re-enrolment and re-declaration website (opens in new window).
What happens when you process re-enrolment:On your re-enrolment date, your payroll assesses your employees. Any employees whom the system re-enrols met the following criteria: - Have been eligible jobholders at some point since you staged for automatic enrolment. Eligible jobholders ages fall between 22 to state pension age, work in the UK, and earn more than £10,000
- Have opted out of your pension scheme. Opting out means an employee decides to leave a pension scheme within a month of enroling
- Have stopped paying into a pension scheme
- Have remained in your pension scheme. Also reduced their pension contributions below the lowest level required for automatic enrolment
- Are eligible jobholders who have left your automatic enrolment pension scheme. They left more than 12 months before your re-enrolment
Get detailed steps you must take outside of Sage Payroll to fulfil your duties to your employees and to TPR. Access the TPR Re-enrolment and re-declaration website (opens in new window). Your employees may want to opt out of the pension scheme again. Get help processing opt-out requests. Read our article Processing an opt out request (opens in new window).
How to process re-enrolment in Sage Payroll You entered your duties start date when you set up your payroll. Payroll will use that date to trigger the re-enrolment at the appropriate time. You do not trigger the re-enrolment process yourself. Once you reach the re-enrolment period, you're asked to provide a re-enrolment date. This happens when you try and run your payroll. Choose a date that falls within your six-month window: - You must inform The Pensions Regulator (TPR) and your pension provider of the date you will use. Use the same re-enrolment date in Sage Payroll, your pension provider and TPR. This will help avoid any issues when re-enrolling your employees
- Your six-month window begins 33 months after your original staging date. It ends 39 months after it. To find your dates for re-enrolment, access the TPR re-enrolment tool (opens in new window)
- Any future re-enrolment dates and six-month windows depend on your last re-enrolment date
You may want to align the re-enrolment date with other key dates in your business. You may want to also avoid any seasonal peaks which may result in an influx of new members. If you only have one pay frequency, consider choosing a re-enrolment date that is the first day of a pay period. This avoids contributions made for a full pay period and part of the previous pay period. 
Once you have chosen your re-enrolment date, enter it into Sage Payroll: - Select Summary.
- Under Cyclical Re-enrolment, enter your re-enrolment date.
- To confirm the date, select Set Re-enrolment Date.
 CAUTION: You cannot amend your re-enrolment date after you process your next pay run.
When you reach your re-enrolment date, process your next pay run as normal. Sage Payroll automatically assesses and re-enrols relevant employees. - Select Process Pay Run. The following message appears:
 - Continue the pay run up to the Edit Pay stage. The following message appears for any employees who meet the re-enrolment criteria:
 - Complete your pay run. Qualifying employees are now re-enrolled into the pension scheme. This happens even if they opted out at an earlier time.
Next Steps When you have completed these steps, you can continue to process as normal. |