How to process pension re-enrolment

Solution Properties

Solution ID:

260108121128683

Last Modified Date:

Wed Jan 21 10:08:18 UTC 2026

Taxonomy Path:

Case category//How do I...//governmental/legislative compliance

Author:

[email protected]

How to process pension re-enrolment

Description

What happens when you process re-enrolment:

On your re-enrolment date, your payroll assesses your employees.

▼Criteria to meet

The employee has been an eligible jobholder 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
The employee has opted out of the pension scheme. Opting out means an employee decides to leave a pension scheme within a month of enrolling
Employee has stopped paying into a pension scheme
The employee has remained in the pension scheme and reduced their pension contributions below the lowest level required for automatic enrolment
The employee is an eligible jobholder who has left the automatic enrolment pension scheme. They left more than 12 months before your re-enrolment

Get detailed steps on what you need to do outside of Sage Payroll, by accessing The Pension Regulator (TPR) Re-enrolment and re-declaration website here: thepensionsregulator.gov.

An employee who gets re-enrolled has the right to opt out again. For help with this, read processing an opt-out request.

Cause

Resolution

Choose your enrolment date

You enter your duties start date when you initially set up your payroll.

Payroll will use that date to trigger the re-enrolment at the appropriate time. You don’t trigger the re-enrolment process yourself.

This period covers a six-month time frame. It begins 33 months after your original staging date/last re-enrolment date and ends 39 months after it. To find your dates for re-enrolment, access thepensionregulator.gov.

Once you reach the re-enrolment period, you're asked to provide a re-enrolment date. This happens when you try to run your payroll.

Choose a date that falls within your six-month window:

Inform The Pensions Regulator (TPR) and your pension provider of the date you’ll 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
Any future re-enrolment dates and six-month windows depend on your last re-enrolment date

You can align the re-enrolment date with other key dates in your business. Consider avoiding any seasonal peaks that potentially 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 your pay period. This avoids contributions made for a full pay period and part of the previous pay period.

▼Re-enrolment timeline

Enter the re-enrolment date

Once you have chosen your re-enrolment date, enter it into Sage Payroll:

Select Summary from the menu bar.
Under Cyclical Re-enrolment, enter your re-enrolment date.
To confirm your date, select Set Re-enrolment Date.

CAUTION: You can’t amend your re-enrolment date after you process your next pay run.

▼Screenshot of the re-enrolment window

Assess and re-enrol eligible employees

When you reach your re-enrolment date, process your next pay run as normal. Sage Payroll automatically assesses and re-enrols relevant employees.

Select Summary from the menu bar
Then select Process Pay Run. The following message appears:

▼Screenshot of the confirm re-enrolment date window

Choose a Re-enrolment Date and select Confirm Re-enrolment Date.
NOTE: Only dates that fall within your six-month period are available to select.
Continue to process your 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.

Write to your employees when you re-enrol

Write to any employees that you re-enrol within six weeks of your re-enrolment date.

To download templates for these letters, access thepensionregulator.gov.

Complete your re-declaration of compliance

Tell TPR how you’ve met your legal duties for re-enrolment. Do this by completing your re-declaration of compliance.

Do this within five months of the third anniversary of your staging date.

To complete the re-declaration of compliance, visit thepensionregulator.gov.

Steps to duplicate