Auto Enrolment - UK

This form shows the employee's Auto Enrolment status. The category and flag for matching pension, along with the latest assessments, show you the status of the employee.

You can perform a manual individual assessment and process actions, including opting in or out, postponing or enrolling the employee. The actions available depend on the status of the employee and their last assessment.

Drilling down on the assessment shows the history of the action. Clicking the Action button processes the current action.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Non-worker

Select this option of the employee meets the definition of a non-worker. The employee is excluded from assessments if they are a non-worker.

Worker category

This display-only field shows the worker category that is assessed by Greentree Desktop.

In matching pension

This display-only flag shows if the employee is in a matching pension. This flag checks the transaction types set on the employee to determine if they have a transaction type that is set as a matching pension.

Action

This display-only field shows the current pending action, or the last action that was undertaken for the employee (if the Complete option is selected).

Complete

This display-only field shows whether the displayed action is completed.