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Check your payroll process

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:

  • date of birth
  • salary
  • National Insurance number
  • contact details

Payroll processes and software

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

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

When you choose a pension scheme ask what services they offer as some schemes can support you in working out who to put into a scheme.