Payroll will only start assessing your employees when you reach your duties start date, sometimes referred to as a staging date. This is the date set by The Pension Regulator (TPR) which you must enter into the program. Payroll assesses all employees at this point and assigns them a worker category. After this, employees get assessed every time you process a pay run. New Payrolls Payroll uses the pay date that falls into the same pay reference period (PRP) as your duties start date. This date can be either before or after your first pay run. For employees who enrol onto the pension  TIP: It’s common for the first pension deduction to be higher than you expect. This is because all staging dates are on the first day of the month. A tax month runs from the sixth to the fifth of the following month. This means the first pension deduction is for one month and five days rather than only one month.
Different types of worker Payroll assesses your employees and assigns a worker category. This determines whether they’re enrolled, or if they can opt in or join the scheme. For information on types of worker, read the Pension Regulator’s guide.
Processing after your duties start date ▼In Standard pay run To check the status of each employee, look at the Deductions section on the PAY screen. Herr you will see a heading of Pension Assessment. Employees who meet the criteria to be enrolled When processing the pay run, If the system enrols an employee, a message appears at the top of the window. A pension deduction is applied automatically and a Manage Enrolment button will appear. You can use the Manage Enrolment options to: Employees who don't meet the criteria to be enrolled If within the eligible age range, you’ll be given the option to: ▼In Enhanced pay run Employees who meet the criteria to be enrolled When processing the pay run, If the system enrols an employee, a pension deduction will automatically show. You’ll see an Actions button where you can Manage contributions. Employees who don't meet the criteria to be enrolled If they don't meet the criteria to be enrolled, nothing will show. If you want to Opt in, or Join an employee, you must do this in Standard pay run. What process can only be done in Standard pay run
Employee status report View the Employee Status report to: - To check the status of each employee
- See the pension scheme they’re paying into
- See their enrolment date
 NOTE: This report is only available once you enter your duties start date.
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