Employee Pension AE - Postponed

The Employee Pension AE - Postponed report displays a list of employees whose assessment for the auto-enrolled pension scheme has been postponed.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Employee
Effective Start
Effective End
Worker Category
Member Status
Deferral Date
Notification
Notification Date
Assessment Date
Earnings when assessed
Age as of Assessment
DOB as of Assessment

Custom Fields

Worker Category

The Worker Category custom field displays the employee's worker category. It uses the following expression:

CASE
    WHEN (EmployeeEmploymentStatus.EffectiveStart <= Getdate()
          AND (EmployeeEmploymentStatus.EffectiveEnd >= Getdate()
               OR EmployeeEmploymentStatus.EffectiveEnd IS NULL)) THEN EmploymentStatus.LongName
    ELSE 'not current status'
END

Member Status

The Member Status custom field displays the employee's member status. It uses the following expression:

CASE BenUKPensionEmployeeData.MemberStatus
    WHEN 1 THEN 'Inactive'
    WHEN 2 THEN 'Cease membership'
    WHEN 3 THEN 'Postponed'
    WHEN 4 THEN 'Auto-Enroll'
    WHEN 5 THEN 'Opt-in'
    WHEN 6 THEN 'Opt-out'
    ELSE NULL
END

Notification

The Notification field displays the employee's notification type. It uses the following expression:

CASE BenUKPensionEmployeeData.NotificationType
    WHEN 1 THEN 'Opt-in'
    WHEN 2 THEN 'Opt-out'
    WHEN 3 THEN 'Cease Membership'
    ELSE NULL
END

Filters

The template contains a filter in the Member Status field: