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Exclude employees from automatic enrolment legislation

Created on  | Last modified on 

Summary

How to exclude employees from automatic enrolment legislation in Sage Payroll.

Description

Automatic enrolment legislation won't apply to all employees. For example, non-UK workers.

The Pensions Regulator (TPR) will tell you if an employee isn’t part of automatic enrolment. You must enter this into their employee record.

CAUTION:

This option is only for employees who fit specific criteria set by TPR. Don't use these steps for employees who want to opt out or leave a pension scheme.

Resolution

  1. Select Employees from the menu bar.
  2. Select the relevant employee.
  3. Select the Workplace Pensions tab.
  4. Select the Exclude from Auto Enrolment checkbox.
  5. Select Save.
  6. Repeat the steps to exclude any other employees from automatic enrolment legislation
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