When an employee meets the eligibility criteria for auto-enrolment, BrightPay will automatically notify you within the software. Please note that the minimum age for automatic enrolment is 22. Once the employee meets this age and is added to your payroll, BrightPay will prompt you to enrol them.

To enrol an eligible employee:

1. Select Enrol when prompted.
2. Choose the appropriate pension scheme group for the employee.
3. Select the correct tax relief option (if you’re unsure which to choose, please check with your pension provider).
    

• Click Continue to proceed

• The employee is now enrolled into the selected group of your pension scheme. 

To find out when an employee was enrolled in the pension scheme, go to Employees > select the employee > Automatic Enrolment. The enrolment date will be displayed here.

Alternatively, you can log in to your pension provider's portal directly where the employee's enrolment date will also be recorded.

Please note: If the enrolment date for the employee is part way through a pay period, there may be no contributions appearing on the payslip for the employee with a message saying it is a partial pay period. If you wish to override this, click on the spanner tool on the pension line > ignore partial pay period. The pension contributions will now appear on the payslip.

If pension contributions are still not appearing, go to the employee's automatic enrolment section and ensure that they have been enrolled into the pension scheme set up on BrightPay and that it does not say 'already enrolled in a qualified scheme'. Already enrolled in a qualified scheme tells the software that Auto Enrolment duties are being taken care of outside of BrightPay and no contributions will be deducted on the payslip.

If a new employee has not provided their P45, you will still need to assess them for Automatic Enrolment to complete the employer's AE duties.

If the new employee has not provided their NINO (National Insurance Number), contact your pension provider for advice as without a NINO, the employee will not be eligible for the tax relief reclaimed by the pension provider from HMRC.

BrightPay requires the salary / hours to be input into the employee's payslip before it can assess the AE status correctly; if the employee meets all the criteria for an eligible worker, but is being flagged as an entitled worker - please check that all details are correctly entered into the software (ie correct DOB, salary has been entered into the employee's payslip).