AE Config Tool - Step 1 - Your company's staging date

Article ID
12045
Article Name
AE Config Tool - Step 1 - Your company's staging date
Created Date
16th June 2016
Product
IRIS Payroll Business, IRIS Bureau Payroll, IRIS GP Payroll, IRIS Payroll Professional
Problem

In step 1 all we have to do is type in the company staging date.


Before setting up any automatic enrolment details we strongly recommend you make sure your payroll software is up to date with the latest version.
Please visit our downloads page to check for updates to your software
Click here

Resolution

Please Note: This must be recorded as the actual company staging date, ignoring any planned postponement period. 

If you are unaware of your staging date you can check, using the company PAYE reference number, on the pension regulators website. Click here.


Prompt to complete work period (IRIS Payroll Business / Bureau Payroll users)

When you click “Next” you may see the following prompt:

Work Period Required To set the automatic enrolment date for an employee you must create tthe work period in the payroll calendar for all pay frequencies

If you are seeing this message there is additional information that is required in your company “Payroll Calendar“. 

Please read this KB for further details:
https://www.iris.co.uk/support/knowledgebase/kb/11400

The user will be able to proceed with the rest of the configuration tool without entering this additional information. However, it is vital that it is completed in advance of the staging date for assessment/enrolment to occur correctly.


For more details on the individual steps of the configuration tool, please follow the links below:

Step 2 – Nominate a contact with The Pensions Regulator
Step 3 – Contact details of the pension administrator at your company
Step 4 – Pre-staging workforce assessment
Step 5 – Choose your pension provider
Step 6 – Pension Provider scheme details you will use for automatic enrolment
Step 7 – Define the pay elements for Qualifying and Pensionable Earnings
Step 8 – Pension Provider output file details
Step 9 – Configure your Postponement Period
Step 10 – Declaration of Compliance (register) for The Pensions Regulator