---
title: "How do I auto enrol employees into pension schemes?"
slug: "how-do-i-auto-enrol-employees-into-pension-schemes"
updated: 2026-06-10T11:19:12Z
published: 2026-06-10T11:19:12Z
canonical: "help.cintra.co.uk/how-do-i-auto-enrol-employees-into-pension-schemes"
---

> ## 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.

# How do I auto enrol employees into pension schemes?

**-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 headings 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**.

From **Staging Date** onwards, for every pay period you will need to assess your employees to identify any employees who need to be auto enrolled. Once you have entered all period input and performed a full payroll calculation, you can create assessments to identify the categories of employees.

> [!NOTE]
> **Note:** You will need to assess your employees at least once during the pay period but you can re-run the assessment as often as required.

Any employees who are assessed as being **Eligible Job holders** will appear in the **Pension Auto Enrolment** window > **Employees to be Enrolled** tab.

Once you are happy with the assessments of the **Eligible Job holders**, you can then choose to enrol all employees at once or individually.

## To enrol all employees

1. Navigate to the **Pension - Auto Enrolment** window. Go to **Cintra iQ**: Payroll > Payroll Tools > Pensions > Auto Enrolment
2. Select the desired **Payroll**.
3. Select the desired **Period**.
4. Click the **Assess** button. Any **Eligible job holders** who need to be enrolled in the selected pay period appear in the **Employees to be Enrolled** tab with the **Enrol** checkbox selected.

> [!NOTE]
> **Note:** Deselect one or more Enrol checkboxes to individually enrol a member. Select the pension scheme in the Assign to Pension Scheme Part field.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001063911.png)

> [!NOTE]
> **Note:** You can predefine this setting. For more information, see [How Do I Set up Default Pension Scheme Parts for All Employees?](/iq/docs/how-do-i-set-a-default-pension-scheme-for-all-employees)
5. Click the **Create Memberships** and **Re-Assess** button. A message appears stating that the employees will be enrolled. Once the employee is successfully enrolled, the two check boxes **Currently a member of a QPS** and **Auto Enrolled in this Period** become selected in the **Communication\Status Changes** tab. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001063912.png)
6. Click the **OK** button to exit.