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Administrator Guide
Last Updated: 2024-09-20
Select Workers for Pension Re-Enrolment (UK)

Select Workers for Pension Re-Enrolment (UK)

  • Set up company pension re-enrolment details.
  • To include workers when you run re-enrolment, select the
    Opt Out
     check box on their record in the
    Pensions Auto Enrolment Details
     tab of the
    Add Worker UK Pensions Auto Enrolment Details
     task. Re-enrolment doesn't read from the
    Legacy Assessment History Only
     tab.
  • Security:
    Worker Data: Payroll (Company Specific) - UK
     domain in the UK Payroll functional area.
You can define re-enrolment details for a company to help you comply with pensions auto-enrolment requirements.
  1. Access the
    Add UK Pensions Re-Enrolment Details
     task.
  2. As you complete the task, consider:
    Option Description
    Re-Enrolment Date
    Workday automatically enters the next date recorded in the
    Maintain Company UK Pensions Re-Enrolment Details
     task.
    Re-Enrolment Criteria
    For the selected
    Pay Group
    , choose whether or not to re-enrol workers who opted out or left a qualifying pension scheme within the past year.
    If you choose to include workers who opted out or left, and you run the re-enrolment task in advance of the actual re-enrolment date, you might have to make manual corrections.
    Example: Your re-enrolment date is in September and you run the
    Add UK Pensions Re-Enrolment Details
     task in early August to identify which workers will be re-enrolled. If a worker subsequently opts out in mid-August they won't be automatically re-enrolled in the September pay run.
  3. Click
    OK
    . Workday displays a list of
    Workers Selected for Re-Enrolment
    .
    To exclude a worker, clear the
    Select Worker for Re-Enrolment
     check box. Example: When you know a worker has recently submitted their resignation.
    If you exclude a worker and subsequently re-run the
    Add UK Pensions Re-Enrolment Details
     task, you must manually remove the worker again.
  4. Click
    OK
    . Workday displays a summary of the re-enrolment details and updates the
    Select Worker for Re-Enrolment
     field to display
    Yes
     against each selected worker.
  5. Click
    Done
    . Workday updates the selected workers’ records to show they’ll be re-enrolled into the pension scheme.
    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.
Access the
View Worker UK Pensions Auto Enrolment Details
 report to check that a worker will be automatically re-enrolled. When you select a worker, their record displays the:
  • Re-Enrolment Date
     - as recorded in the
    Maintain Company UK Pensions Re-Enrolment Details
     task.
  • Re-Enrolment Selection Type
     of
    Included (Automatically)
    .
Security:
Worker Data: Payroll (Company Specific) - UK
 domain in the UK Payroll functional area.
Workday recommends you only have 1 row containing a worker’s re-enrolment information. To remove any row other than the latest details, on the
View Worker UK Pensions Auto Enrolment Details
 report, select the
Pensions Auto Enrolment Details
 tab. On the related actions menu of the magnifying glass, select
Worker Pensions Auto Enrolment Details
Delete
.