You can use postponement to delay automatic enrolment for some or all employees for up to three months. This means you won’t need to assess any employees you postpone until the last day of their postponement period, at which point you must automatically enrol any who are eligible.

To postpone an employee, within their Automatic Enrolment utility, select Postpone assessment:

Enter the assessment date and deferral date applicable to the employee:

BrightPay will validate the date entered to ensure that it is no more than 3 months from the duties start date.

If postponement is used, you must provide the employee with a statutory postponement notice which BrightPay will automatically generate for you to give or email to the employee.

Select Letter > Create Letter > Print / Email Letter PDF / Download Letter PDF 

BrightPay will ask for a date and the signatory to be added to the letter. If printing or exporting the communication letter, further customisation of the letter is available within the 'Show Advanced Options' menu.

BrightPay will ask for a date and the signatory to be added to the letter. If printing or exporting the communication letter, further customisation of the letter is available within the 'Show Advanced Options' menu.

Once the postponement notice has been given or emailed to the employee, simply Mark As Done:

Note: If the incorrect employee's name is appearing on the pension letter, go to create the letter and check the Salutation field is set up correctly, ie there is not any employee's name here and it says 'Dear [name] [surname]' so BrightPay can read it correctly.

As soon as the employee's deferral date is reached in the payroll, BrightPay will automatically assess the employee again for you and notify you that you have automatic enrolment duties to perform for them:

 

If you need to amend a postponement date, this can only be done in the period the postponement was made. To amend you can re-open the employee's payslip for that period, then go to the Auto Enrolment section for them - at the bottom of the screen there is a small blue 'undo'. Undo the postponement. Then postpone them again (choosing a different date). Then finalise the payslip in the Payroll tab.