OpenEnrol: Which Letter is Generated and When?

Article ID

12106

Article Name

OpenEnrol: Which Letter is Generated and When?

Created Date

2nd August 2017

Product

IRIS PAYE-Master, IRIS Payroll Business, IRIS Bureau Payroll, IRIS GP Payroll, IRIS Payroll Professional, Earnie, IRIS Earnie IQ

Problem

Below is a table of each of the letters in the software, including information about when each letter would be produced and why.

Resolution

Letter Name	Produced When?
L1	Issued when Auto Enrolment Date is assigned
L1R	Issued when Re-enrolment Date is assigned Please Note: The letter when issued will inform the employee about being enrolled into a pension scheme, not re-enrolled. This is in keeping with the Pension Regulators guidelines.
L1T	Issued at Staging to employees with the Transitional Indicator set
L1P	Issued after Staging Date, each time a Deferral Date is assigned and the employee is an eligible jobholder
L1Opt	Issued when an Opt-In Date is entered for an employee, regardless of their Worker Status
L2 & L3	Sent to non-eligible jobholder or to entitled worker when assessed and a Postponement Period is not used. This letter is only sent once
L4	Sent to employees where they are a Member of a Qualifying Scheme at staging when no Postponement Period is used
L6	Issued to all employees at staging if Postponement Period is in use (apart from employees receiving Letter 1T). Also sent to new starters after staging if Postponement Period is in use and their Worker Status is Non-Eligible Jobholder or Entitled Worker
Excluded Employees	The following employees will not receive Auto Enrolment Communications:-  75 and over  Worker Status ‘Exclude from auto enrolment’  Works outside of UK box ticked