Enables you to specify standard letters, which are automatically generated at various stages within the staging / auto enrolment processes.

There are five stages, represented by the first five tabs, plus an Others tab:

• Staging Date - letters that should be sent to employees depending on their status as of the staging date.
• New Starter - letters that should be sent to new starters depending on their status as of their start date.
• Calculate - letters that should be sent to employees at the end of each pay period depending on their eligibility. This applies to employees when their earnings are assessed once the payroll has been run.
• Pre Calculate - letters that should be sent to employees during each pay period depending on their eligibility. This could apply to salaried employees, whose earnings could be assessed prior to the payroll based on their fixed payments.
• CARD - letters that should be sent to employees when they are auto re-enrolled within the enrolment before pay day and payroll calculate processes.
• Others - letters that should be sent to employees who have chosen to opt in.

The ages shown in this section reflect the ages entered in Auto Enrolment Scheme Parameters.

General

Standard Letter, Version

Enter the ID of the standard letter that you want to send to an employee who meets this criteria, or select one by clicking WINDOW to display Standard Letter Selection. If you entered the ID of the standard letter, enter the required version, otherwise this is automatically shown.

MD25G32