pension assessment

SUGGESTED

we employed a new person about 3 weeks ago and the pension assessment shows that he is eligible but it still doesnt show as autoenrolled?  Not sure why.

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    SUGGESTED

    Hi,

    Thanks for using Community Hub Slight smile

    There are a couple of things to check here. First, have you applied a postponement? If not, check the steps below:

    1. Click Company then Pension Schemes.
    2. Click the pension scheme in question then click Edit.
    3. Is there a number of months the employee hasn't reached yet in the Minimum Employment Period (Months) field?

    If these don't solve the issue, please contact Sage technical support to look into this with you.

    If this has answered your question, please click Verify Answer.

    Regards,

    John Howells
    Sage UKI

  • What I find is that if when entering details into the new starter record, if you allocate a pension scheme at this stage, this overrides your autoenrolment of this employee.  By adding a pension scheme in the new starter record,  you are telling sage you are manually adding a pension scheme and so this prevents autoenrolment and then pension module from assessing this employee.  If this was the case, when adding new employees in the future, leave the pension scheme blank in the new starter screen and allow your pension module to assess and autoenrol the employee onto the pension scheme.