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- Teacher No: This will only show if the company has been marked as Academy.
- Staging Date: The date is set on the Company screen and is the date the company is obligated to comply with Auto Enrolment regulations. Read-only.
- Date of Birth: As set on the employee details screen. This is important in establishing a workers status with regard to the regulations. Read-only.
- PRP Start Date and PRP End Date. These fields are used in the worker assessment process where workers are paid in arrears (usually applicable to timesheet based workers) The dates to use in the assessment routine are the pay period that the pay date falls into, NOT the period the work was carried out.
:- for example the following pay periods are set up- Period 1 26/03/2018 - 01/04/2018 Paid 06/04/2018
- Period 2 02/04/2018 - 08/04/2018 Paid 13/04/2018
Because the workers are paid in arrears the PRP Start Date for Week 1 would be 02/04/2018 and the PRP End Date would be 08/04/2018 as this is the period the pay date 07/04/2018 falls in.
An example of the real effect this would have is that a worker with a Postpone Until Date 04/04/2018 would be enrolled in week 1 rather than week 2 (providing the other eligibility requirements were met)
It should be noted that when assessing eligibility for week 1, it is still the earnings for the period 26/03 - 06/04 that are used
- Postponement End Date: Enrolment can be postponed for up to 3 months based on rules set out in legislation. If this is to apply the end date of the postponement period should be entered here.
- Opted out Date: Within a limited time period after enrolment the employee can opt out of the scheme and have their contributions refunded. The date should be entered here*
- Terminate Date: Even after the opt out period the employee can resign from the scheme at any time. Entering this date will automatically end any AE records (As long as the Terminate Date is no more than 3 months prior to the Pay Date)
- Opt in Date: Any worker (aged 16 or more and less than 75) under the new legislation can ask their employer to be made an active member of a pension scheme The date a joining notice is received is entered here.
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