As soon as you reach your staging date, BrightPay will automatically assess your employees for you and determine whether your employees are eligible jobholders, non eligible jobholders or entitled workers.
Workers who are not eligible for automatic enrolment but can choose to opt in to a pension scheme. These include workers who either:
As soon as you reach your staging date in the Payroll utility, on-screen flags and alerts will appear to notify that you have automatic enrolment duties to perform.
You must now choose the next appropriate action to take for this employee:
An employer must first provide a non-eligible jobholder with information about their right to opt-in to a qualifying AE scheme. BrightPay will automatically prepare this letter for you and will include the following information:
After clicking Letter, Select Print/ Create PDF/ Email as required:
Enter a date (if applicable) and the signatory to be added to the letter:
Once this letter has been given or emailed to the employee, simply Mark as Done:
Opting in a Non-Eligible Jobholder
To enrol non-eligible jobholders into the pension scheme who notify you that they wish to opt in, simply select Opt in
1) Select the correct Assessment for the employee
2) Enter the correct Opt-in date
3) Select the AE Scheme required from the drop down listing
4) Select the applicable Tax Relief from the drop down listing - If tax relief at source applies, the employee's contributions will be adjusted by 0.2%.
5) Press Continue
Once an employee has opted in to a pension scheme pension, contribution deductions start from the current open or subsequent pay period.
The deduction applied to the payslip is made in accordance with the contribution rates and earnings bands selected when setting up your pension scheme in BrightPay.
Please note: if tax relief is at source, then the employee contribution will be adjusted by 0.2%.
All pension contributions deducted from an employee's pay in each pay period will be itemised on their payslip. Employees should be issued with a payslip for each pay period.
BrightPay facilitates the printing, exporting and emailing of payslips.
Need help? Support is available at 0845 300 4304 or firstname.lastname@example.org.