---
title: "How do I set the employee's auto enrolment assessment detail?"
slug: "how-do-i-set-the-employee-s-auto-enrolment-assessment-detail"
updated: 2026-06-10T11:18:41Z
published: 2026-06-10T11:18:41Z
canonical: "help.cintra.co.uk/how-do-i-set-the-employee-s-auto-enrolment-assessment-detail"
---

> ## 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 set the employee's auto enrolment assessment detail?

**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.

## To enter employee assessment details

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. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001063902.png)
5. Double-click the employee record. The **AE Assessment Detail** form appears.
6. Select the desired **Pension Scheme Part**.
7. Enter the **Employee** **Contribution Amount**.
8. Enter the **Employer Contribution Amount**. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001063903.png)
9. Override the **Earnings Band,** if necessary.
10. Click the **OK** button. The employee's record is updated.