You can postpone enrolment for individual employees when they start to work for you. You can also postpone them if they become eligible for enrolment in a future period. Eligibility might happen if they have a spike in pay or turn 22 years of age.

 NOTE: You can postpone the assessment of all your employees on your duties start date. To do this, read Postpone all employees in your payroll.   

Postpone an employee

1. Select Summary from the menu bar.
2. Then Process pay run.
3. Process your pay run up to the PAY stage.
4. Select the relevant employee.
5. Select Manage Enrolment.
    NOTE: This option will only be available if the employee has had a salary payment entered. 
6. Select Postpone.
7. Enter the date you want to postpone up to, and select Postpone.

    

The screen now displays that the employee is eligible and postponed. The postponement date appears at the top of the employee edit pay screen. This appears until you reach the date.

Next, end the employee a postponement notice. A postponement letter template is available for you to use. Download from The Pensions Regulator (TPR) website.

Edit or cancel a postponement

If you’ve entered a postponement date, you can edit or remove it.

Read Edit or cancel employee postponement.

Set up pensions