Pensions Automatic Enrolment Calculation Card

Personal payroll calculation cards capture information specific to a particular payroll relationship.

The Pensions Automatic Enrolment calculation card may have one or more calculation components. Each component, also referred to as the Assessor, holds the details needed for employee assessment for pension enrolment and stores the results of the assessment.

Each assessor may be associated with a Tax Reporting Unit and one or more assignments, depending on your pension rules and business requirements.

Use the Calculation Cards task to manage a person’s Pensions Automatic Enrolment calculation card.

You can override the staging date, postponement rules, re-enrolment date, and the qualifying pension scheme name on the worker’s Pensions Automatic Enrolment calculation component.

Default Values for Pensions Automatic Enrolment Card

The automatically created Pensions Automatic Enrolment card contains these two components:

• The Pensions Automatic Enrolment component, which is the main component for Pensions Automatic Enrolment processing with this field:

  Field	Description
  Employee Classification for Pensions	The assessment process assesses employee age, earnings, and other criteria to identify eligibility for automatic enrolment in a qualifying pension scheme. It assigns a classification to each employee it assesses. The default value is Not yet assessed.

• The Pensions Automatic Enrolment Additional Information component, which supports re-enrolment and further statutory updates. This component has these fields:

  Field	Description
  Overriding Automatic Re-enrolment date	Enables employee-level overriding of the re-enrolment assessment date from the PSU or TRU default values.
  Winding-Up Lump Sum Payment Date	A setting to identify if a person should be excluded from enrolment or not. The organization level settings for the Legal Entity and TRU determine if employees with this date setting on the payroll relationship card will be either included or excluded. If excluded, the enrolment process doesn't consider them if the assessment date is after the winding-up lump sum payment date.
  Tax Protection Applied	A setting to identify if a person should be excluded from enrolment or not. The organization level settings for the Legal Entity and TRU determine if a person with the Tax Protection setting on the payroll relationship card will be either included or excluded.
  Notice Given Date	Read-only field that's derived from the employee termination information during the assessment process.
  Notice Withdrawn Date	Date on which the employee withdrew the termination request. Used as the overriding assessment date for enrolment.

Handling Multiple Assessor Components for Multiple Assignments

If an employee has multiple pension components that cover multiple assignments, you need to identify when an assessor is no longer required, based on the status of the associated assignments.

When a payroll relationship is terminated, all the relevant calculation cards and components for that payroll relationship are also end dated. However, where the payroll relationship is still active because some assignments are active, there might be a pensions assessor with no active assignments associated with it. You need to manually end date this to prevent incorrect assessments.