Every three years, you must re-enrol eligible employees who opted out of or ceased membership in your auto-enrolled pension scheme more than 12 months ago (based on their opt-out notification date). This is known as re-enrolment. In Dayforce, the Calculate Payroll job that assesses employees in each regular pay run also re-assesses and re-enrols these employees who have opted out or ceased their membership on your three-year re-enrolment date.
Before You Begin: Dayforce can only carry out your three-year re-enrolment if you've entered your staging and re-enrolment dates. See Add UK Pension Staging and Re-Enrolment Dates.
You cannot apply a postponement period for employees being re-enrolled.
You aren't required to, but you can also re-assess employees who have:
- Opted out of and stopped making contributions to your auto-enrolled pension scheme within the past 12 months (employees with status of Opt-Out or Cease Membership)
- Important: If your re-enrolment is configured to include employees who opted out within the past 12 months, these employees will be re-assessed.
- Given notice or been given notice of the end of their employment
- Note: While you don’t have to assess employees who have given/been given notice, currently Dayforce cannot automatically exclude these employees from assessment if their status is Opt-Out or Cease Membership, and they meet the date criteria for inclusion in assessment (depending on whether you include or exclude employees who opted out less than 12 months ago).
Employees in the following worker categories are only re-assessed or re-enrolled during this process when they also have a current opt-in notification record:
- No Employer Duty
- Other Qualified Scheme
After employees have been re-assessed, Dayforce re-enrols eligible jobholders, creates new pension records, and begins taking contributions. The new pension records have the following attributes:
- Worker Category: Eligible Jobholder
- Member Status: Auto-Enrol
If the re-enrolment date falls on the same day as the pay period start date, then an employee's new pension record is effective on the same date. If the re-enrolment date is after the pay period start date, then an employee's new pension record isn’t effective until the start date of the next pay period.
Important: Within six weeks of your re-enrolment date, you must notify employees that they have been put back into the auto-enrolled pension scheme. Notifications aren't a function included in Dayforce. However, you can use Letter Management to create templates and send letters about re-enrolments to employees. For more information about using Letter Management functionality, see the Letter Management Guide.
Employees who are reassessed and not found to be eligible are placed in the appropriate worker category and status and are assessed as part of every regular payroll run going forward.