Previously Enrolled Members

For some providers, such as Nest, an Auto Enrolment Assessment that results in an enrolment requirement will trigger the employee being enrolled with the provider.

If you move from another system to ours, you may have employees who are already enrolled in a pension scheme.

In this scenario, you will not want our software to attempt to re-enrol them or generate a letter for them.

To avoid our software enrolling the member, you should update their status so we know they’re already enrolled.

Set as Already Enrolled

1. Find the relevant employee under the Employees tab.
2. Go to the Pension tab for the employee.
3. Select Join AE Pension.
4. From the dropdown, select Enrol and set the date on which they joined the pension.
5. Confirm their Assessment Status (i.e. Eligible Jobholder).
6. If they are enrolled in a scheme (other than your default AE scheme) select the box to override it.
7. Choose Update.

The Employee record in the payroll software now reflects their enrolment into the pension scheme.

If the employee isn’t auto enrolled into a pension, do not adjust the State or Assessment Status, these are set during automatic enrolment assessment.