Auto Enrolment Scheme History Details
Enables you to maintain details about the employee's auto enrolment scheme history.
General
Status
Display only. The employee's auto enrolment scheme status for the latest pay run if they have been included in the auto enrolment processes.
Scheme
Display only. The ID and description of the scheme to which the auto enrolment details apply.
Creation Date
Display only. The date on which the auto enrolment scheme record was created.
Assessment Start Date/Per
The start date and corresponding pay period of the assessment period.
Postponement Date
Display only. The most recent eligible postholder postponement date.
Reassessment Date/Period
The start date and corresponding pay period of the reassessment period.
Membership Start
Display only. The date on which the employee's membership of this scheme started.
Membership Number
The employee's membership number for this scheme.
Date Enrolled
Display only. The date the first contributions were made to this scheme.
Reason for Enrolment
Display only. The reason for the employee's enrolment into this scheme. The options are set up in the AESENR narrative category.
Membership End Date
Display only. The date on which this employee's membership of this scheme ceased.
Reason for Leaving
Display only. The reason for the employee leaving this scheme. The options are set up in the AESLVR narrative category.
Opt Out Start Date, Opt Out End Date
The start date and end date of the opt out period, which can be amended if required.
Opt In Notice Rec’d
The date the opt in notice was received from the employee.
Opt Out Notice Received
Display only. The date the opt out notice was received from the employee.
Employee's Withheld
Display only. The amount of the employee's withheld contributions.
Opt Out Reference Number
Display only. The employee's opt out reference number, if applicable.
Employer's Withheld
Display only. The amount of the employer's withheld contributions.
Entitled Worker
Display only. Indicates if the employee's earnings are below the lower earnings limit.
Fixed Term Contract
Display only. Indicates if the employee is on a short term fixed contract and is excluded from the initial assessment.
Non Eligible Job Holder
Display only. Indicates if the employee has reached the lower earnings threshold.
Eligible Job Holder
Display only. Indicates if the employee is eligible for auto enrolment.
CARD Assessment
Display only. Indicates if the assessment record was created for cyclical auto re-enrolment assessment purposes. If ticked, the Assessment Start Date/Per fields will be display only.
Withhold End Date/Period
The date withholding is due to end. Enter the pay period in which withholding ends if this needs amending. If you enter a new period, the end date is automatically updated. Typically, amendment could be required after an employee has transferred between control groups with different pay frequencies.
Buttons
Opt Out
Click this button to display Scheme Opt Out, where you can opt out the employee from the auto enrolment scheme.
Postpone Hist
Click this button to display Eligible Postholder Postponement History, where you can view details of the postponement period and reassessment date if the employee has been ineligible for auto enrolment.
Standard Letters
Click this button to display Letter History, where you can view a history of auto enrolment related standard letters that have been sent to the employee.
User Fields
Click this button to display Simple User-Defined Field Data if user-defined fields have been set up by your system administrator. These are extra fields used to record additional information that are specific to your organisation.
Notes
Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.
Exclusion Hist.
Click this button to display Exclusion History, where you can maintain a history of when and why the employee is excluded from assessment for auto enrolment.
Click this button to display Email History, where you can view a history of auto enrolment related emails that have been sent to the employee.
MD78G5