Rules to Include or Exclude Employees from the Assessment Process

In some cases, you may want to exclude an employee from the assessment process. They might have left a scheme recently or have given their notice to leave the company.

The pensions automatic enrolment process checks these rules, if defined. If you've set the rule to exclude the employee, the process won't assess or enrol the employee and returns a reason for exclusion. If you don't specify a value, the process includes the employee, by default.

• Enrolment if Qualifying Pension Scheme Member Left Within 12 Months
• Re-Enrolment if Qualifying Pension Scheme Member Left Within 12 Month
• Automatic Enrolment if Tax Protection Applied
• Automatic Enrolment if Notice given
• Enrolment if Winding-Up Lump Sum Received