There are a number of things you can do to make it easier to manage automatic enrolment. You should ensure that your payroll process (or software) is set up for automatic enrolment, and you'll need to keep records of your staff information.
When you put staff into a pension scheme you'll need to know their:
If you're thinking about getting payroll software, you should choose software that's set up for automatic enrolment so that you can use it to work out who needs to be put into a pension scheme. Your payroll provider can give you guidance on how this works.
For a list of free-to-use and paid for payroll software, (many offering automatic enrolment functions) go to www.gov.uk/payroll-software/overview
If you decide to use someone else to run your payroll you should check if the software they use supports automatic enrolment.
If you don't use payroll software the following options are available:
This tool is a spreadsheet file (.xlsx) which has been tested for compatibility with Microsoft Excel and Apache OpenOffice Calc v4.1.2 using Microsoft Windows operating systems.
This tool allows you to work out if you have any staff who need to be put into a pension scheme.
In order to use this tool to work out contributions you will need to have agreed with your chosen pension scheme:
This tool is only valid for pay days that fall on or after 6 April 2015 up to and including 4 April 2019. Please note that we cannot guarantee that it will continue to be supported after this date with further updates.
Please note that your pension scheme may require you to calculate contributions using a different formula to that used in the tool.
It is the responsibility of employers to ensure full compliance with their duties under the Pensions Act 2008 and other pensions legislation. This tool is provided to assist employers and whilst we continually endeavour to ensure the proper functioning of the tool, the regulator cannot accept responsibility for any loss, disruption or damage that may arise from its use.