AeAssessment

As part of AutoEnrolment we assess your Employees to see if they need to be auto-enroled in a Pension.
This model shows the result of an assessment.

Name / Description Type / Format Example
assessmentDate string date-time "2024-03-19T06:05:21"
employeeState string "Automatic" "OptOut" "OptIn" "VoluntaryJoiner" "ContractualPension" "CeasedMembership" "Leaver" "Excluded" "Enrol"
age
The age of the Employee at the time of the assessment
integer int32 0
ukWorker string "No" "Yes" "Ordinarily"
payPeriod string "Custom" "Monthly" "FourWeekly" "Fortnightly" "Weekly" "Daily"
ordinal
The PaySchedule ordinal for the Employee at the time of the assessment
integer int32 0
earningsInPeriod number double 0.0
qualifyingEarningsInPeriod number double 0.0
aeExclusionCode string "NotKnown" "NotAWorker" "NotWorkingInUk" "NoOrdinarilyWorkingInUk" "OutsideOfAgeRange" "SingleEmployee" "CeasedActiveMembershipInPast12Mo" "CeasedActiveMembership" "ReceivedWulsInPast12Mo" "ReceivedWuls" "Leaving" "TaxProtection" "CisSubContractor"
status string "Eligible" "NonEligible" "Entitled" "NoDuties"
reason
The reason for determining the Status given.
string "string"
action AeAssessmentAction {AeAssessmentAction}
startReportingType string "UsePayRun" "UseAssessment" "AlreadyReported" "UseExisting"
endReportingType string "UsePayRun" "UseAssessment" "AlreadyReported" "UseExisting"
startPayRunEntryId integer int32 0
endPayRunEntryId integer int32 0
employee Item {Item}
id
The unique id of the object
string uuid "string"
{
  "assessmentDate": "2024-03-19T06:05:21",
  "employeeState": "Automatic",
  "age": 0,
  "ukWorker": "No",
  "payPeriod": "Custom",
  "ordinal": 0,
  "earningsInPeriod": 0.0,
  "qualifyingEarningsInPeriod": 0.0,
  "aeExclusionCode": "NotKnown",
  "status": "Eligible",
  "reason": "string",
  "action": {
    "action": "NoChange",
    "employeeState": "Automatic",
    "actionCompleted": true,
    "actionCompletedMessage": "string",
    "requiredLetter": "B1",
    "pensionSchemeId": "string",
    "workerGroupId": "string",
    "letterNotYetSent": true
  },
  "startReportingType": "UsePayRun",
  "endReportingType": "UsePayRun",
  "startPayRunEntryId": 0,
  "endPayRunEntryId": 0,
  "employee": {
    "id": "string",
    "name": "string",
    "metadata": {},
    "url": "string"
  },
  "id": "string"
}
Contained in Models
AutoEnrolment
Consumed by Operations

- none -