1. Company Details

Navigation: Company menu --> Details screen

There is a field in the Company Details screen to hold Staging Date. This data is required to report on the employee’s pension enrolment status. The reports that assess eligibility (Section 5) will not populate unless the date is added to this field.

The fields specific to auto-enrolment are as follows:-

  • AE Staging Date: This will be the date from when the automatic enrolment duties come into force and it will be used in the calculation of the employee's enrolment status on the various pension report exports available on the system.
  • AE Reassessment Date: Three years after auto enrolment any worker that has opted out or terminated their pension require reassessment. The reassessment date must fall within a window 3 months either side of 3 years after the staging date.

Figure 1.1