Automatic enrolment - Employee pension assessment

Once you reach your staging date for automatic enrolment, you must assess your employees every pay period. Sage One Payroll does this automatically for you and determines what type of worker each employee is.

When Sage One first assesses employees

Sage One assesses your employees on the pay date that falls into the same pay reference period (PRP) as your staging date. This date can be either before or after your pay date.

If your first assessment occurs before your staging date, Sage One calculates a partial contribution which is added onto the next pay run. If it occurs after your staging date a normal contribution is calculated with no partial amounts.

Sage One uses a PRP aligned to tax periods. For example, if an employee is paid weekly, the PRP is the tax week that the pay date falls into.

If the PRP is weekly, it starts on the first day of the tax week. If the PRP is monthly, it starts on the first day of the tax month, which is the 6th of each calendar month.

It’s common for the first pension deduction to be higher than you expect. This is because all staging dates are on the first day of the month and a tax month runs from the 6th to the 5th of the following month. This means the first pension deduction is for one month and five days rather than just for one month.

Different types of workers

Sage One automatically assesses your employees and assigns a worker category. This determines whether they’re automatically enrolled, or they have the option to opt in or join.

There are three different types of workers:

  • Entitled worker – An entitled worker can join a pension scheme if they want to, but it doesn’t have to be a qualifying scheme and you don’t have to make any employer contributions.

When you process your first pay run on or after your staging date, the Edit Pay stage > Deductions section displays the status of each employee.

If the employee has been enrolled a message appears at the Edit Pay stage of a pay run, however you can use the Manage Enrolment options to postpone them, amend their contributions or process any opt out or leave requests.

To view the automatic enrolment status for your employees

To quickly check the status each employee and if applicable what pension scheme they’re paying into and their enrolment date, you can view the Employee Status report. This report is only available once you reach your staging date.

  • 1. Pensions > click the View employee auto enrolment statuses link.
  • 2. To print the report > Download Report.

Depending on your Internet browser, the file automatically downloads to your Downloads folder.

  • 3. Open the downloaded report > using your browser options, choose print or save the report.

Pension contributions, payments and reports

Each time you deduct pension contributions from your employees, you need to report information to your pension provider.

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