Pensions auto-enrolment: Assess an individual to ascertain your duties in relation to him or her

When to use this pensions auto-enrolment workflow

Use this pensions auto-enrolment workflow to ascertain your pensions auto-enrolment duties in relation to an individual.

Under the workplace pensions legislation, primarily set out in the Pensions Act 2008, employers must auto-enrol eligible jobholders into a qualifying pension scheme and make mandatory employer contributions. Employers also have certain duties in respect of non-eligible jobholders and entitled workers.

To determine an individual's category for auto-enrolment, employers need to carry out assessments on a number of set dates.

Key steps