---
title: "How do I opt an employee into auto enrolment?"
slug: "how-do-i-opt-an-employee-into-auto-enrolment"
updated: 2026-06-10T11:18:41Z
published: 2026-06-10T11:18:41Z
canonical: "help.cintra.co.uk/how-do-i-opt-an-employee-into-auto-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.

# How do I opt an employee into auto 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 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.**

Any employee who has been assessed as a **Non-eligible Job holder** can opt into a qualifying scheme and you should communicate this to them within a month of the assessment date. Any **Opt In** notice received only becomes active in the following pay reference period. If this employee is then assessed to be an **Entitled Worker** in the following pay reference period the **Opt In** notice will not be activated. This will automatically be actioned when the employee once again is assessed as a **Non-eligible Job holder**.

Any employee who has been assessed as an **Entitled Worker** can request to join a pension scheme. The scheme does not have to be a qualifying scheme.

> [!NOTE]
> **December Opt In Deductions**
> 
> The December Opt In deductions would start in the following month - January. Your record will be displayed in the Pension - Auto Enrolment window's Opt In and Join Requests tab. Come January, you are automatically moved the employees to the Employees to be Enrolled tab where you can proceed with normal enrolment.

## To opt in an employee

1. Navigate to the **Pension & Benefits Schemes** tab in the employee's **Expenses & Benefits** window. Go to **Cintra iQ**: Employment record > Forms > Expenses/Benefits.
2. Click the **Auto-Enrolment History/Requests** button. The **Auto-Enrolment History** window appears.
3. Navigate to the **Opt In and Join Requests** tab.
4. Right-click: New in the pane. The **Opt In** **and Join Requests** form appears.
5. Create a new **Opt-in\Join** Request.
6. Click the **OK** button.
7. Click the **OK** button to save and exit from the **Expenses & Benefits** form.
8. Return to the **Pension-Auto Enrolment** window to re-assess your workforce. Go to **Cintra iQ**: Payroll > Payroll Tools > Pensions > Auto-Enrolment
9. Select the **Payroll**.
10. Select the **Period**.
11. Click the **Assess** button. The bottom of the **Employees to be Enrolled** tab displays the **Entitled Workers** who have chosen to join a pension scheme.