For some providers, such as Nest, an Auto Enrolment Assessment that results in an enrolment requirement will trigger the employee being enrolled with the provider.
If you move from another system to ours, you may have employees who are already enrolled in a pension scheme.
In this scenario, you will not want our software to attempt to re-enrol them or generate a letter for them.
To avoid our software enrolling the member, you should update their status so we know they’re already enrolled.
The Employee record in the payroll software now reflects their enrolment into the pension scheme.
If the employee isn’t auto enrolled into a pension, do not adjust the State or Assessment Status, these are set during automatic enrolment assessment.