Prepare to set a pension

Every employer now has duties to help their employees in the UK save for retirement. They must automatically enrol certain workers into a pension scheme and make contributions towards it.

It’s never too early to prepare for automatic enrolment and with Payroll, you can start to do this now.

Before your staging date

You can complete all of the steps in Payroll now, or return later by clicking Summary, then click Prepare for automatic enrolment.

• Enter your staging date
• Nominate and inform TPR of your pensions contact
• Assess your employees’ worker categories.
• Set up a qualifying pension scheme.
• Communicate the automatic enrolment changes to employees.
• Exclude employees from automatic enrolment

You’ve reached your staging date

Once you reach your staging date, the following message appears:

“You’ve reached your staging date. Automatic enrolment assessment & related pension contributions will begin in the pay run(s) that includes the staging date. If necessary, you can postpone auto enrolling your eligible employees by up to 3 months.”

If you want to start processing your employees for automatic enrolment now, click OK. Alternatively, if you want to postpone all employees, click Postpone.