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The legislation requires employers to enrol employees into schemes when they meet the criteria set out. Explaining the criteria for enrolment is not the purpose of this document and users should refer to literature provided by the Department of Work & Pensions.
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However InPay will provide an employee’s pension status based on these rules from information contained within the system. These details can be exported for all employees in a company. A sample exporter named “Pension Default” has been set up on the system (figure 5.1, the output includes the employees pension status). Those employees shown with the status of Eligible Jobholder within the period the export is run are the employees that legislatively should be enrolled. These can be enrolled by using the employee numbers of the employees in the required status and following the process is section “6 – Importer Changes” to apply them to the pension scheme in bulk.
Figure 5.1
Explanation of pension status’ from the HMRC Developer documentation:-
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