---
title: "Guide: Automatic enrolment"
slug: "guide-automatic-enrolment"
updated: 2026-06-10T11:19:12Z
published: 2026-06-10T11:19:12Z
canonical: "help.cintra.co.uk/guide-automatic-enrolment"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Guide: Automatic enrolment

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?](/iq/docs/how-do-i-enter-auto-enrolment-settings-and-information)
2. Set postponements within each payroll. See [How do I set auto enrolment postponements?](/iq/docs/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?](/iq/docs/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?](/iq/docs/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?](/iq/docs/how-do-i-run-auto-enrolment-assessments)
6. Automatically enrol employees into a scheme. See [How do I auto enrol employees into pension schemes?](/iq/docs/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?](/iq/docs/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?](/iq/docs/how-do-i-create-auto-enrolment-letters)
8. Manage opt ins and opt outs. See [How do I opt an employee into auto enrolment?](/iq/docs/how-do-i-opt-an-employee-into-auto-enrolment) and [How do I opt an employee out of auto enrolment?](/iq/docs/how-do-i-opt-out-exclude-an-employee-out-of-auto-enrolment)