Assess every worker each pay period, see who must be enrolled, work out minimum pension contributions and track opt-outs and re-enrolment
Secure checkout. Your file is ready in your client portal as soon as payment clears.
Every employer must assess its workers for automatic enrolment into a workplace pension every time they are paid. Most payroll software does it, but this workbook lets you check the result, plan for the cost and keep track of opt-outs and re-enrolment.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Each worker's age, pay and assessment result. What you do: one row per worker per period.
Step 2
Pay frequency, thresholds and contribution rates. What you do: check once a year.
Step 3
How automatic enrolment works and what to do for each category. What you do: read before you start.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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