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Assessment of Workers - Triggers

When do I need to assess my workers?

There are different occasions when you’ll need to assess your workers, depending on their circumstances. For example (and there could be others):

  • Your staging date – for workers already employed on that date

  • First day of employment – for workers joining after your staging date

  • Worker’s 22nd birthday – for those who become 22 after the staging date

  • Worker’s 16th birthday – for those who become 16 after the staging date

  • Date you receive an opt-in notice

You also have to check every pay reference period to see if non-eligible jobholder/entitled worker circumstances have changed and they move into another category.

You can make an assessment before these dates if you are certain that your workers’ circumstances won’t change.


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