Set Up Email Notifications

As prescribed by the Pensions Regulations authority, the employer must physically notify employees of their status when they're 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 must set up a lookup code to enable the pensions enrolment process to send emails. The lookup code enables you to specify which pod can send Live emails. If there's no entry in the lookup for pensions automatic enrolment, then the pod won't be able to send the pensions notification emails. This enables you to stop inadvertently sending pensions enrolment emails from a testing or a staging application while testing the email option. To enable this, set the lookup codePAE_EMAIL_LIVE_ENV for the lookup type ORA_HRX_GB_OUTPUT_CONTROL. The meaning of the lookup code you enter identifies the environment that can sendthe pension emails. The meaning for the lookup code PAE_EMAIL_LIVE_ENV must contain only the environment name. You can enter the meaning as <POD>, for example, TEMP.

  • Delivery option

    As the Pension Notification Letter Email delivery option is predefined, it can't be modified. You can create a new delivery option that would be called instead of the predefined Pension Notification Letter Email delivery option. In your new delivery option, you can set the same values as listed on the Pension Notification Letter Email delivery option and include the fields; From, Subject, Message Body and Reply-To.

    You need to select Pension Notification Letter Email as the Overriding Delivery Mode.

  • 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.