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Prepare to set a pension

Created on  | Last modified on 

Summary

How to prepare for automatic enrolment in Sage Payroll.

Description

Every employer now has duties to help their employees in the UK save for retirement. They must enrol certain workers into a pension scheme. They must also make contributions towards it.

 It’s never too early to prepare for automatic enrolment. With Payroll, you can do this now.

Resolution

Before your staging date

You can complete all of the steps in Payroll now, or return later by clicking Summary. Next, select Prepare for automatic enrolment.

You’ve reached your staging date

Once you reach your staging date, the following message appears:

“You’ve reached your staging date. Automatic enrolment assessment & related pension contributions will begin in the pay run(s) that includes the staging date. If necessary, you can postpone auto enrolling your eligible employees by up to 3 months.”

If you want to start processing your employees for automatic enrolment now, select OK. Alternatively, if you want to postpone all employees, select Postpone.