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

Steps: Set Up Pensions Re-Enrolment (UK)

Set up company pension auto-enrolment details.
Every three years you must put certain staff who have left your pension scheme back into it. You can configure Workday to re-enrol workers automatically.
  1. Access the
    Maintain Company UK Pensions Re-Enrolment Details
     task.
    Enter the future dates on which you must re-enrol eligible workers.
    Security:
    Set Up: Payroll (Pensions) - UK
     domain in the UK Payroll functional area.
  3. (Optional) To manually re-enrol a worker, access the
    Add Worker UK Pensions Auto Enrolment Details
     task and select the worker.
    On the
    Pensions Auto Enrolment Details
     tab:
    • Change the
      Effective Date
       to today’s date.
    • Select the
      Re-Enrolment Date
      . Workday sets the
      Re-Enrolment Selection Type
       to
      Included (Manually)
      .
    Security:
    Worker Data: Payroll (Company Specific) - UK
     domain in the UK Payroll functional area.
When you run the
Run Pay Calculation
 task for your re-enrolment period, Workday updates all eligible workers’ records to show them to be
Eligible Jobholders
 and sets the
Enrol Worker
 flag to yes.
Complete your usual process of Benefits enrolment and creating and sending notifications.
After completing payroll for the re-enrolment period, run the
View UK Pensions Re-Enrolment Details
 report to display a list of re-enrolled workers.
Security:
Worker Data: Payroll (Company Specific) - UK
 domain in the UK Payroll functional area.