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

Set Up Worker Pensions Auto-Enrolment (UK)

  • Set up company pension auto-enrolment details.
  • Security:
    Worker Data: Payroll (Company Specific) - UK
     domain in the UK Payroll functional area.
You can indicate specific pensions auto-enrolment details for a worker, such as:
  • Exceptions from employer duties.
  • External or legacy assessment history.
  • Opting in.
  • Opting out, along with the reason.
  • Resuming employer duties.
You only need to enter auto-enrolment details for workers with specific cases; Workday assesses all workers unless they have an exception.
You can use these web services to do a mass update or retrieval of pensions auto-enrolment details:
  • Get Worker Pensions Auto Enrolment Details
  • Put Worker Pensions Auto Enrolment Details
  1. Access the
    Add Worker UK Pensions Auto Enrolment Details
     task.
  2. As you complete the task, on the
    Pensions Auto Enrolment Details
     tab, consider:
    Option Description
    Don't Assess Until
    The worker won't be assessed until this date.
    Eligible for Tax Relief
    The pension provider uses this information to claim tax relief from HMRC on behalf of a worker.
    Opt In
    A worker can opt in any time during the pension scheme auto-enrolment period.
    Opt Out
    Use to indicate that the worker has opted out, or ceased active membership, of a qualifying pension scheme.
    When you select this check box, Workday enables you to select the
    Reason for Opt Out
    . If the reason isn't listed, use the
    Comments
     field.
    For a worker to be included when you run re-enrolment, this box must be selected.
    Exception from Employer Duties
    When selected, Workday doesn't assess the worker for pensions auto-enrolment. Enter the
    Reason for Exception
    .
    To remove the exception, add a row to the grid and select
    Resume Employer Duties
    .
  3. (Optional) When the worker has a staging date that's been processed outside of Workday, enter any external or legacy assessments on the
    Legacy Assessment History Only
     tab.
    When an eligible jobholder's assessment is postponed either:
    • in the external or legacy system, or
    • from when they're hired
    enter a
    Deferral Date after Assessment/Hire
     date to ensure that they're assessed on that date. If you select
    Not Assessed (Postponed from Hire)
     in the
    Worker Type
     column, Workday doesn't automatically calculate the
    Deferral Date after Assessment/Hire
    .
    Other than the
    Deferral Date after Assessment/Hire
    , dates on this tab don't impact general assessment and are for information only.
    For workers who opted out in a legacy payroll system, enter these details to ensure Workday includes those workers in your subsequent re-enrolment assessment:
    • Assessment/Hire Date
    • Worker Type
  4. (Optional) If you use a payroll input to override the
    GBR Pensions Auto Enrolment Assessment [GBR]
     pay component for a worker, Workday displays Yes in the
    Override
     column on the
    Assessment History
     tab.
    The
    Assessment History
     tab holds all pay results and information relating to a worker's enrolment assessment.
You can check the date that a worker or group of workers reaches state pension age by accessing the
View UK Date State Pensions Age Reached
 report.