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Guide: Automatic enrolment

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Cintra iQ has an Auto Enrolment (AE) facility, which takes you through the process of amending a pension scheme set-up, defining which payment headings are pensionable and which are classed as Qualifying Earnings, running an assessment, and enrolling employees into the relevant Auto Enrolment scheme.

Cintra iQ can also manage opt ins and opt outs. As a new employer fulfilling your pension responsibilities, you need to perform the following:

  1. Enter the staging date and pension administrator details in Employer Setup. See How do I enter auto enrolment settings and information?

  2. Set postponements within each payroll. See How do I set auto enrolment postponements?

  3. Define what earnings can be classed as Qualifying Earnings on all relevant pension schemes. See How do I define earnings as qualifying earnings for auto enrolment assessments?

  4. Define any pension scheme parts as qualifying and supporting Auto Enrolment. See How do I define pension scheme parts as supporting auto enrolment?

  5. Create assessments to identify categories of workers. See How do I run auto enrolment assessments?

  6. Automatically enrol employees into a scheme. See How do I auto enrol employees into pension schemes?

    • Note: If any of your schemes have banded contributions based on annual earnings, you will also need to do a payroll pension refresh for auto-enrolled employees to put the correct band in the employee records. If you only have a few employees, you can do this manually. See How do I perform a payroll pension refresh?

  7. Create letters to be sent to each category of worker when their status has changed. See How do I create auto enrolment letters?

  8. Manage opt ins and opt outs. See How do I opt an employee into auto enrolment? and How do I opt an employee out of auto enrolment?