We want to offer the best solution for your business and ensure we meet your requirements. Our Assessment & Communications Tool provides you with the following functionality:
- Ability to upload your employees payroll data (please download the Import Template and User Guide from the Training and Resource section once you have successfully registered and logged in)
- Assess your employees and send out the required auto-enrolment communications
- Receive email notifications prompting for payroll changes to enrol your eligible employees and start deducting contributions
- Upload of contributions deducted from payroll
- Allow your employees to opt-out electronically (should they choose to do so)
By selecting the Assessment & Communication Tool the following default options will apply:
- Maximum Postponement of your employees (3 months) for Staging, New Joiner and Age & Earnings triggers
- Contributions based on Full Qualifying Earnings between the Lower and Upper Earnings Limit and phased in line with the regulatory minimums (currently 3% Employee and 2% Employer)
If you or your employees wish to increase the standard contribution rate simply make the change at payroll level and upload the contributions taken.
