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
- 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 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
If you don't use payroll software the following options are available:
- 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.
- If you have no other options available, you can download our basic assessment tool. This will tell you which members of staff to put into a pension scheme and how much you, and they, will need to pay into the scheme. You will need to download this tool each tax year and this tool does not provide the range of automatic enrolment functions other payroll software may include.
Basic assessment tool
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:
- the percentage of earnings that will be paid by you and your member of staff into the scheme
- what form of tax relief is being used.
This tool is only valid for pay days that fall on or after 6 April 2015 up to and including 3 April 2020. 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.