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- 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.
- Exclude from AE - excludes the employee from pension reports unless a flag on the report indicates otherwise.
*When a pension opt out date is entered against a worker, InPay determines whether a refund is due (and records should be ended) based on the following criteria. If the new opt out date is over 3 months prior to the pay date of the current period, no refund will be automatically made and pension records will not be automatically stopped. If the Opt Out Date is being edited and the original opt out date was within 12 months of the current pay date, then InPay will not pay any refund automatically and pension records will not be automatically stopped. Otherwise a refund of contributions will be made. The refund will be any contributions made within the 3 months prior to the opt out date entered (The refund may also include periods after the opt out date). Any live pension records on an auto enrolment scheme will also be ended.
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