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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Pensions Auto-Enrolment (UK)

Steps: Set Up Pensions Auto-Enrolment (UK)

  • Review setup considerations for pensions auto-enrolment.
  • When a company has passed its staging date or duties start date:
    • Use the
      Put Pensions Auto Enrolment Legacy Assessment History Only
       web service to load any external assessment history.
    • Load current benefit elections for workers from legacy systems. Workday recommends that you load benefit elections for all workers, including those workers who have opted out of pensions auto-enrolment.
You can enable Workday to:
  • Assess workers at each pay run for pensions auto-enrolment.
  • Enrol eligible workers in a pensions auto-enrolment scheme.
  1. Configure your run category to calculate the
    GBR Pensions Auto Enrolment Assessment [GBR]
     pay component in both on-cycle and off-cycle runs for active workers, and workers on leave.
  2. Indicate specific worker cases, such as opting in or out. Ensure that you load any information from legacy systems.
  3. Create retirement savings benefit plans for auto-enrolment schemes.
  4. Access the
    Maintain UK Pensions Auto Enrolment Qualifying Schemes
     task, and select the retirement savings plan.
    Security:
    Set Up: Payroll (Pensions) - UK
     domain in the UK Payroll functional area.
  5. Indicate auto-enrolment details for the company, such as postponement details, retirement savings plans, and important pension dates.
  6. Indicate re-enrolment details for the company and associated pay groups, such as the current and future dates, and re-enrolment criteria.
  7. Set up passive events to enrol newly eligible workers in an auto-enrolment scheme.
To perform a pensions assessment, run a pay calculation. After the calculation, you can use the
View Worker UK Pensions Auto Enrolment Details
 report to review the assessment history for workers.
If you need to recalculate payroll, and have modified re-enrolment details such as manually including or excluding a worker, don’t use Smart Calculation when recalculating payroll.