---
title: "How do I run auto enrolment assessments?"
slug: "how-do-i-run-auto-enrolment-assessments"
updated: 2026-06-10T11:26:25Z
published: 2026-06-10T11:26:25Z
canonical: "help.cintra.co.uk/how-do-i-run-auto-enrolment-assessments"
---

> ## 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 run auto enrolment assessments?

**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. Replace this text with something noteworthy

## To assess 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.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/OGBpoEkvt_8nD0LdoeVtDy1Xxtch8eZBiA.png)
5. The **Assessment Audit** tab contains a summary of all employees assessed. No amendment to employees can be made within this tab.
6. Any **Eligible job holders** who need to be enrolled in the selected pay period appear in the **Employees to be Enrolled** tab. For more information, see [How do I set the employee's auto enrolment assessment detail?](/iq/docs/how-do-i-set-the-employee-s-auto-enrolment-assessment-detail)
7. All employee types who have had a change in status or who require a communication, will be displayed within the **Communications/Status Changes** tab, even those **Eligible job holders** you have just enrolled, as they will require a communication informing them of their enrolment or status. See also [How do I inform employees of their auto enrolment or status?](/iq/docs/how-do-i-inform-employees-of-their-auto-enrolment-or-status)
8. The **Assessment Audit** tab lists a summary of all employees assessed. No changes can be made in this tab.
9. Any employee types who have chosen to join a pension scheme will be displayed in the **Opt In and Requests** tab. See [How do I opt out/exclude an employee out of auto enrolment?](/iq/docs/how-do-i-opt-out-exclude-an-employee-out-of-auto-enrolment)

> [!NOTE]
> **Note:** Within each tab, you can filter your results by double-clicking on a particular employee.