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Administrator Guide
Last Updated: 2024-09-20
Steps: Set Up Pensions Auto-Enrolment Notifications (UK)

Steps: Set Up Pensions Auto-Enrolment Notifications (UK)

Set up company pension auto-enrolment details.
When you run pensions auto-enrolment, you must notify workers of certain information at key events during the enrolment lifecycle. You can configure Workday to send these notifications automatically.
  1. Access the
    Edit Tenant Setup - Notifications
     task.
    In the
    Notification Delivery Settings
     section:
    1. Select the
      Payroll
       tab.
    2. On the
      UK Pensions Auto Enrolment
       row, from the
      Rule
       prompt, select a routing rule that enables
      Email
       as a channel and
      Immediately
       as the email channel frequency.
    Security:
    Set Up: Tenant Setup - BP and Notifications
     domain in the System functional area.
  2. Create a template using each of these email template behaviors:
    • UK Pensions Auto Enrolment – Automatic Enrolment
    • UK Pensions Auto Enrolment – Automatic Re-enrolment
    • UK Pensions Auto Enrolment – Postponement
    • UK Pensions Auto Enrolment – Right to Opt In or Join
  3. Access the
    Edit UK Employer Reference Details
     task.
    From the
    Email Destination Configuration
     prompt, select 1 or more email addresses to send notifications to.
    When you select more than 1 address, Workday sends an email notification to each address, using this order of precedence:
    • The worker's primary work email.
    • The worker's primary home email.
    • The
      Administration Email Address
      .
    Security:
    Set Up: Payroll UK
     domain in the UK Payroll functional area.
You can use the
Create UK Pensions Auto Enrolment Notifications
 task to generate notifications. Security:
Process: Pensions Auto Enrolment Notifications - UK
 domain in the UK Payroll functional area.
Access the
Send UK Pensions Auto Enrolment Notifications
 task to distribute notifications to workers.
If you select one or more
Workers
, and select the
Exclude Workers
 check box, Workday creates a notification for all workers in the
Pay Group
 except those you selected.
Security:
Process: Pensions Auto Enrolment Notifications - UK
 domain in the UK Payroll functional area.