---
title: "How do I run the auto enrolment assessment in the payroll workflow?"
slug: "how-do-i-run-the-auto-enrolment-assessment-in-the-payroll-workflow"
updated: 2026-06-10T11:18:41Z
published: 2026-06-10T11:18:41Z
canonical: "help.cintra.co.uk/how-do-i-run-the-auto-enrolment-assessment-in-the-payroll-workflow"
---

> ## 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 the auto enrolment assessment in the payroll workflow?

**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. You can run the **AE** assessment in the **Payroll Workflow**. This makes it easier for you to process auto enrolment over several payrolls at one time.

> [!NOTE]
> **Information:** An Auto Enrolment assessment must be performed before you can move the payroll to the next period.

## To run an AE assessment

1. Set a default pension scheme part.
2. Navigate to the **Payroll Workflow** window. Go to **Cintra iQ**: Payroll Tools > Payroll Work Flow
3. Select **Auto Enrolment** in the desired payroll. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001063855.png)
4. Click the **Action Setup** button. The **Payroll Actions** window appears. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001063856.png)
5. Navigate to the **Auto Enrolment** column.
6. Double-click on the **N/A** status which is applicable to your desired payroll. The **Auto Enrolment- Work Flow Options** window appears.

> [!NOTE]
> **Note:** This setting can also be controlled at the Group level within the Groups tab.
7. Click the **Apply** button. The **N/A** has changed to **P** for generating **Auto Enrolment** files on the **Payrolls** tab. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001063857.png)
8. Continue to process the payroll's workflow.

See also: [Automatic enrolment](/iq/docs/automatic-enrolment)