Set Up Email Notifications

As prescribed by the Pensions Regulations authority, the employer must physically notify employees of their status when they are automatically assessed.

The notification must be sent by post or email, and not just rely on employee self-service applications offered by employers' organization.

To send email notifications, you need:
  • Employee’s work email address and date of birth
  • Document delivery preference of Online or Both for pensions automatic enrolment
  • Notifications

    You can enable email notifications for your production environment. In the Lookup Codes task, create a lookup code PAE_EMAIL_LIVE_ENV, using the lookup type ORA_HRX_GB_OUTPUT_CONTROL. Also add the meaning for the environment, for example, EFPQ.

  • Delivery option

    You need to modify the Pension Notification Letter Email delivery option and provide the necessary values to enable sending of emails. You can do this on the Extract Delivery Options page for the delivery option Pension Notification Letter Email. Enter the values for the fields From, Subject, Message Body, and Reply-To in the delivery option details.

  • BIP SMTP server

    You need to ensure that a valid email server is set up.

  • BIP letter templates(predefined or custom)

Pensions Automatic Enrolment Assessment Multiple Updates Process

The pensions archive flow validates and archives the employee's work email address, if you enable email notifications, and the delivery preference includes Online.

The Generate Pension Letters process, in addition to the existing outputs, sends emails to employees with valid email addresses. The process sends the notification letter as an email attachment and secured by a password using the employee’s date of birth.