This document provides an overview of auto enrolment responsibilities for employers in the UK. It discusses assessing employees, enrolling eligible jobholders, handling opt-outs and refunds, supporting communications, keeping records and reporting, integrating with pension providers, and whether to process auto enrolment in-house or outsource it. The presenter recommends choosing payroll software like BrightPay that can automate the auto enrolment process to make it easier for employers.
For more information visit https://www.brightpay.co.uk
This is a pivotal moment in time for automatic enrolment as a number of new changes are happening that payroll bureaus need to understand. This year we will see the first increase to the legal total minimum contributions which comes into effect on the 6th of April 2018. The total minimum contributions will increase from 2% to 5%. Both employers and employees will be required to increase their contributions towards the pension pot.
The evolving automatic enrolment landscape
We will see the last employers reaching their auto enrolment staging date. What does this mean for new employers who start to employ staff? Will auto enrolment apply? Automatic re-enrolment is also in full swing where we have seen the larger employers re-enrol employees and complete their re-declaration of compliance.
BrightPay has created this webinar to give you an insight into how these changes will affect your clients and your payroll processing.
Agenda
Auto Enrolment & New Employers
Increasing Minimum Contributions
Integration between payroll & pension providers
Re-Enrolment & Re-Declaration of Compliance
How BrightPay Automates Auto Enrolment
Introduction to BrightPay Connect
Abila MIP HR and Employee Web Services (HR-EWS)Net at Work
The Abila MIP Human Resource application is fully integrated with MIP Payroll and utilizes the organization's SQL database to capture detailed employee information beyond what can be tracked solely within the payroll module.
remunance Payroll Service Provider is very important for small businesses today. from processing of payroll works to managing the custody of the payroll of an employer. Also, printing the checks, preparing payroll reports for management and planning and preparing payroll tax returns.
Labor Distribution & Payroll Journal Entries for Government ContractorsRobert E Jones
Labor distribution converts hours into dollars and distributes those dollars throughout the GL and across jobs. Payroll journal entries record the employer's portion of employment taxes and offset salaries payable created by the labor distribution process. Both are necessary for the accurate calculation of indirect rates for government contracts. Errors often include failure to segregate labor accounts and properly account for employee deductions. Reimbursement of employee expenses through payroll adds another layer of complexity to the process as expenses often get erroneously recorded as labor. In this webinar we'll show you how to perform labor distribution using QuickBooks Desktop Manual Payroll, how to identify common errors, and we'll share our free payroll journal entry template.
Learning Objectives
Describe the labor distribution process.
Explain key components of payroll journal entries.
Identify common mistakes with labor distribution and payroll.
For more information visit https://www.brightpay.co.uk
This is a pivotal moment in time for automatic enrolment as a number of new changes are happening that payroll bureaus need to understand. This year we will see the first increase to the legal total minimum contributions which comes into effect on the 6th of April 2018. The total minimum contributions will increase from 2% to 5%. Both employers and employees will be required to increase their contributions towards the pension pot.
The evolving automatic enrolment landscape
We will see the last employers reaching their auto enrolment staging date. What does this mean for new employers who start to employ staff? Will auto enrolment apply? Automatic re-enrolment is also in full swing where we have seen the larger employers re-enrol employees and complete their re-declaration of compliance.
BrightPay has created this webinar to give you an insight into how these changes will affect your clients and your payroll processing.
Agenda
Auto Enrolment & New Employers
Increasing Minimum Contributions
Integration between payroll & pension providers
Re-Enrolment & Re-Declaration of Compliance
How BrightPay Automates Auto Enrolment
Introduction to BrightPay Connect
Abila MIP HR and Employee Web Services (HR-EWS)Net at Work
The Abila MIP Human Resource application is fully integrated with MIP Payroll and utilizes the organization's SQL database to capture detailed employee information beyond what can be tracked solely within the payroll module.
remunance Payroll Service Provider is very important for small businesses today. from processing of payroll works to managing the custody of the payroll of an employer. Also, printing the checks, preparing payroll reports for management and planning and preparing payroll tax returns.
Labor Distribution & Payroll Journal Entries for Government ContractorsRobert E Jones
Labor distribution converts hours into dollars and distributes those dollars throughout the GL and across jobs. Payroll journal entries record the employer's portion of employment taxes and offset salaries payable created by the labor distribution process. Both are necessary for the accurate calculation of indirect rates for government contracts. Errors often include failure to segregate labor accounts and properly account for employee deductions. Reimbursement of employee expenses through payroll adds another layer of complexity to the process as expenses often get erroneously recorded as labor. In this webinar we'll show you how to perform labor distribution using QuickBooks Desktop Manual Payroll, how to identify common errors, and we'll share our free payroll journal entry template.
Learning Objectives
Describe the labor distribution process.
Explain key components of payroll journal entries.
Identify common mistakes with labor distribution and payroll.
Bookkeeping and Accounting Services- Payroll ProcessVelan Bookkeeping
Accounting Firms and Bookkeeping Services Company offers reliable as well as quick outsourcing services. It Includes quickbooks, online payroll services.
Encompass is pleased to make public the slides presented by technology expert Steve Karro at the Accountants' Technology Showcase Australia conference in 2013.
Accounts Payable Trends 2017: The Process and Technology of AP Invoices | Sep...Ashley Emery
With more and more manual business processes putting profitability and productivity at risk, the ways in which companies perform day-to-to-day operations is changing drastically. In the pursuit to cut operational costs and improve efficiency, technology is set to impact the accounts payable invoice process in new and dynamic ways. To better understand the market forces, developing trends and technologies companies are using in the AP invoice process today, Certify has surveyed more than 300 accounting professionals from outside its customer base to reveal the top accounts payable benchmarks and trends for 2017. In this presentation, you will learn what issues other companies like yours are facing in the AP invoice process, and what strategies and practices companies are using today to overcome common challenges.
Crunch's Accountancy Training Manager Laura Hughes runs through how to make PAYE RTI filings for free using HMRC's PAYE Basic Tools.
This presentation covers how to:
- Set yourself up as an employer
- Add an employee to your business
- Add a payroll run
All about accounting software & SQL Accounting SoftwareVikashKumar2111
Accounting software is a fundamental application that enables an organization to record cash flows for internal and external analysis and audit. It is the primary tool for assessing an organization's financial health and compliance with tools such as general ledgers, accounts payable and receivable, purchase orders, inventory management, and billing.
These are unprecedented times for organizations across the globe where solid accounting practices matter more than ever before. Established processes and procedures have been turned upside down. As staff continues to work from home and the recession continues, finding new ways of working and delivering value to the enterprise will be key to navigating the challenges that lie ahead.
Canon Information & Imaging Solutions and SmartERP presented the six biggest trends that accounts payable leaders will face in 2021 and the steps they should take to address them.
Automation helps an organization's bottom-line through cost savings and efficiencies. In many cases, it allows workers to stay safe, as automation enables workers to reduce or avoid returning to the office to process manually-based workflows such as scanning and printing invoices, purchase orders, and even checks.
CCH Practice / Workflow Management with Comprehenssive Audit, ROC, Consultanc...Pramod Kudtarkar
Tax & accounting professional offices are computerized for mandatory electronic return filing of taxes, how about rest job which are loaded with multiple deadlines with variety of services offered to long list of clients that brings potentially more than 90% revenues to firm. There is no control over all the activities done at office. Is this stopping the growth?.
Auto Enrolment: Systems & Schemes
• Your pension arrangements
• Your payroll & IT systems
• The questions you might need to ask to ensure these systems work together
• Who will be involved and what will be their role
Embrace auto enrolment to increase profitsPaul Byrne
Patrick McLoughlin from A4G joins BrightPay for a free auto enrolment webinar for bookkeepers, accountants and payroll bureaus - 24 March 2015.
With the tsunami of auto enrolment staging dates ready to hit the UK’s small businesses, payroll bureaus are deliberating whether to embrace auto enrolment and whether it is worth the time and effort. Both small businesses and payroll bureaus are not sufficiently aware of the implications of workplace pensions. Delaying Auto Enrolment preparation will leave your clients open to significant risks. Auto Enrolment provides the perfect platform for bureaus to offer some real value added services to their clients and increase profits.
For more information visit www.brightpay.co.uk.
Bookkeeping and Accounting Services- Payroll ProcessVelan Bookkeeping
Accounting Firms and Bookkeeping Services Company offers reliable as well as quick outsourcing services. It Includes quickbooks, online payroll services.
Encompass is pleased to make public the slides presented by technology expert Steve Karro at the Accountants' Technology Showcase Australia conference in 2013.
Accounts Payable Trends 2017: The Process and Technology of AP Invoices | Sep...Ashley Emery
With more and more manual business processes putting profitability and productivity at risk, the ways in which companies perform day-to-to-day operations is changing drastically. In the pursuit to cut operational costs and improve efficiency, technology is set to impact the accounts payable invoice process in new and dynamic ways. To better understand the market forces, developing trends and technologies companies are using in the AP invoice process today, Certify has surveyed more than 300 accounting professionals from outside its customer base to reveal the top accounts payable benchmarks and trends for 2017. In this presentation, you will learn what issues other companies like yours are facing in the AP invoice process, and what strategies and practices companies are using today to overcome common challenges.
Crunch's Accountancy Training Manager Laura Hughes runs through how to make PAYE RTI filings for free using HMRC's PAYE Basic Tools.
This presentation covers how to:
- Set yourself up as an employer
- Add an employee to your business
- Add a payroll run
All about accounting software & SQL Accounting SoftwareVikashKumar2111
Accounting software is a fundamental application that enables an organization to record cash flows for internal and external analysis and audit. It is the primary tool for assessing an organization's financial health and compliance with tools such as general ledgers, accounts payable and receivable, purchase orders, inventory management, and billing.
These are unprecedented times for organizations across the globe where solid accounting practices matter more than ever before. Established processes and procedures have been turned upside down. As staff continues to work from home and the recession continues, finding new ways of working and delivering value to the enterprise will be key to navigating the challenges that lie ahead.
Canon Information & Imaging Solutions and SmartERP presented the six biggest trends that accounts payable leaders will face in 2021 and the steps they should take to address them.
Automation helps an organization's bottom-line through cost savings and efficiencies. In many cases, it allows workers to stay safe, as automation enables workers to reduce or avoid returning to the office to process manually-based workflows such as scanning and printing invoices, purchase orders, and even checks.
CCH Practice / Workflow Management with Comprehenssive Audit, ROC, Consultanc...Pramod Kudtarkar
Tax & accounting professional offices are computerized for mandatory electronic return filing of taxes, how about rest job which are loaded with multiple deadlines with variety of services offered to long list of clients that brings potentially more than 90% revenues to firm. There is no control over all the activities done at office. Is this stopping the growth?.
Auto Enrolment: Systems & Schemes
• Your pension arrangements
• Your payroll & IT systems
• The questions you might need to ask to ensure these systems work together
• Who will be involved and what will be their role
Embrace auto enrolment to increase profitsPaul Byrne
Patrick McLoughlin from A4G joins BrightPay for a free auto enrolment webinar for bookkeepers, accountants and payroll bureaus - 24 March 2015.
With the tsunami of auto enrolment staging dates ready to hit the UK’s small businesses, payroll bureaus are deliberating whether to embrace auto enrolment and whether it is worth the time and effort. Both small businesses and payroll bureaus are not sufficiently aware of the implications of workplace pensions. Delaying Auto Enrolment preparation will leave your clients open to significant risks. Auto Enrolment provides the perfect platform for bureaus to offer some real value added services to their clients and increase profits.
For more information visit www.brightpay.co.uk.
https://www.brightpay.co.uk -
Employer duties under Auto Enrolment for Payroll Bureaus
Webinar 2 - BrightPay's Auto Enrolment Webinar Series
According to the Pensions Regulator, 78% of small businesses will look to their bookkeeper, accountant, payroll bureau or advisor for advice and counsel. Discover how you can benefit financially by offering Auto Enrolment as a service. With a combined Payroll and Auto enrolment solution in place, you will benefit from greater efficiency, increased value and improved cost savings. Find out how and why Auto Enrolment should be a chargeable service.
Auto Enrolment - Are your clients Ready - BrightPay
How to Price so you can earn more and work less - Steve Pipe
For more information visit www.brightpay.co.uk.
For more information visit https://www.brightpay.co.uk
Do your clients know about the upcoming increases in minimum pension contributions? Payroll bureaus will need to make sure that their clients understand these changes. Phasing will apply to all employers who have employees enrolled into a workplace pension scheme.
On the 6th April 2018, employers are required to increase the total contributions into their employee’s pension pot from 2% to 5%. Employers will contribute 2% with the employee minimum rate increasing to 3%. Minimum contributions will undergo a further increase next year on the 6th April 2019, with the total minimum contribution increasing from 5% to 8%, representing a 3% employer and 5% employee contributions.
This webinar will take you through what's involved with the latest increases in contributions and a look at how new employers will handle their auto enrolment duties.
Our agenda includes:
Are you ready for the forthcoming contribution increases?
How to support your clients and their employees with the changes
Your ongoing duties
Helping your new employer’s clients get to grips with AE
How BrightPay will handle these changes
A quick peek at BrightPay Connect
The Future of Auto Enrolment for Bookkeepers
Presented by Karen Bennett at ICB Bookkeepers Summit 2017
For more information visit https://www.brightpay.co.uk
We list our 8 steps to complying with Auto Enrolment in our detailed yet simple presentation.
If you'd like any more Auto Enrolment information then you can check us out at www.employee-benefit-consultants.co.uk/auto-enrolment/
Auto Enrolment - 5 Steps to Bureau Success by Paul Byrne with guest speaker Henry Cobbe from Trust Pensions.
For more information visit www.brightpay.co.uk
Payroll bureaus need to decide if they are ready or prepared to take on Auto Enrolment business. With many shying away from offering this as an extra service, bureaus will need to determine what kind of information and support they will offer to help their clients comply with these new AE duties.
Employer duties under Auto Enrolment for Payroll Bureaus
Advisors will find that a large portion of their clients will contact them very close to or even after their staging date. By offering a complete end-to-end solution, bureaus can generate income and enhance client relationships.
Agenda
Auto Enrolment Overview
Small Employers - Ripe for the picking
Auto Enrolment a Chargeable service
Review Existing Payroll Systems
How BrightPay handles automatic enrolment
Introducing BrightPay Cloud - Online Back up & Employee Self Service
NEST - Helping make auto enrolment work for you
NEST has been set up by the government especially for auto enrolment to ensure that every employer has access to a workplace pension scheme that meets the requirements of the new pension rules. But we do more than just meet the regulatory minimum.
NEST comes packed with the sort of high-quality features you need, whether you’re saving with us, using us for your workers or helping your employer clients. Over 160,000 employers have already chosen NEST for their auto-enrolment pension scheme. NEST’s objective is to help you start your auto-enrolment pension scheme with NEST quickly and painlessly.
Agenda
How to set up an auto-enrolment pension scheme with NEST
Look at the areas to be careful about using the experience of other employers who have already started their auto-enrolment scheme
For more information visit www.brightpay.co.uk.
Thank-you for attending our Auto-Enrolment Roadshow brought to you by Hillyer McKeown Solicitors and McLintocks Accountants. We've uploaded the slides from the event for you to read and download.
NEST & The Pensions Regulator recently joined BrightPay for a free auto enrolment webinar - don't miss out. Watch the webinar on demand here anytime: https://www.brightpay.co.uk/tutorials/auto-enrolment-webinar-with-nest-the-pensions-regulator/
If wages are one of your biggest costs, pension auto-enrolment could mean a 3% increase in your wage costs in the next few years.
Hillyer McKeown Solicitors has teamed up with McLintocks Chartered Accountants to deliver a series of events explaining how to prepare for forthcoming auto-enrolment legislation. To view the presentation, please see the slideshow above.
The Importance of Planning Early for Auto Enrolment - Sage at Accountex 2014Sageukofficial
With the majority of employers required to automatically enrol their employees into a workplace pension over the next two years, this session will highlight why and how employers need to prepare.
It includes advice on why early planning is essential, and hints and tips on the pitfalls and how to avoid them.
We held a free workshops on preparing for automatic enrolment for National Council for Voluntary Organisations (NCVO) members on November 13th, at NCVO headquarters in Central London. Lucas Fettes & Partners is a Trusted Supplier to NCVO.
Here are the slides from the workshop which covered what you need to do and when.
New laws mean every organisation must automatically enrol certain workers* into a suitable workplace pension scheme and contribute towards it. If you already have a workplace pension scheme, you need to ensure it meets the minimum requirements. Employers who don’t comply could face a range of fines, starting from a fixed penalty of £400 and escalating to fines of at least £50 per day for non-compliance.
This webinar took place on 22nd February 2022.
Why now is the best time to bring your payroll in-house
With furlough and the constant payroll legislation changes now thankfully behind us, now is the perfect time to consider bring your payroll operations in-house. After the turbulence of the last two years, many businesses will be looking for ways to cut down on costs and build back lost revenue. Taking care of your payroll yourself rather than outsourcing to a an accountant or bookkeeper is a smart way of doing this.
In this webinar we will weigh up the pros and cons of bringing your payroll in-house to do it yourself versus your accountant doing your payroll for you. We will also explore what you need to look out for in payroll software, both to maximise these benefits and to make the transition as smooth as possible. Towards the end of the webinar, we will give you a short tour of BrightPay to introduce you to the world of payroll, and practical guidance on how to implement it. We will also be answering some questions from our audience.
Agenda
Current in-house payroll trends
Benefits of outsourcing vs. In-house payroll
Choosing the right payroll software
Quick tour of BrightPay
Questions and Answers
Webinar Information
For more information, please visit https://www.brightpay.co.uk/
This webinar took place on 16th February 2022.
In the past, payroll software and accounting systems stood side by side, but they never spoke or communicated directly with each other. Thanks to API integration, we have added the ability to connect BrightPay to a number of accounting packages, one of these being Surf Accounts.
BrightPay’s integration has made it possible for the instant flow of payroll information from the payroll software to Surf Accounts. Instead of having to manually enter the payroll journals into the Surf Accounts system, they can be sent directly from BrightPay to Surf Accounts at the click of a button. It couldn’t be any easier.
In this webinar, you'll discover how you can streamline your payroll and accounting processes with our seamless integration, allowing you to save time, reduce errors and create cost efficiencies.
What you'll learn:
Overview of BrightPay software and the benefits
How to streamline your payroll and accounting processes
How to integrate Surf Accounts and BrightPay
For more information, please visit https://www.brightpay.ie/
This webinar took place on 4th February 2022.
On 21st January the government announced new changes to the Employment Wage Subsidy Scheme (EWSS), which take effect from 1st February 2022. These new changes will see some businesses continue to be eligible for the enhanced EWSS rates that are currently in place, whilst other businesses will face a reduction in the subsidy rates that they are entitled to receive.
This webinar includes guest speakers from Revenue as we discuss the new changes and answer any questions that you may have.
For more information, please visit https://www.thesaurus.ie/
BrightPay is an award-winning payroll and automatic enrolment software that makes managing payroll easy. Using API technology, BrightPay offers full integration with AccountsIQ allowing both the payroll software and accounting software system to directly communicate with each other.
In this webinar, focusing on the Irish market, you’ll discover how you can streamline your payroll and accounting processes with our seamless integration, allowing you to save time, reduce errors and create cost efficiencies. You’ll also be able to see how you can analyse in AccountsIQ your monthly payroll by GL code and multiple BI codes.
For more information please visit: https://www.brightpay.ie/
This webinar took place on 30th September 2021.
In this webinar, we are joined by representatives from the Revenue Commissioners to discuss recent updates to the Employment Wage Subsidy Scheme (EWSS) including the eligibility rules and rates for October 2021.
For more information visit: www.thesaurus.ie
This webinar took place on 26th August 2021.
In this webinar, we are joined by representatives from the Revenue Commissioners where they will discuss what you need to know about the Employment Wage Subsidy Scheme (EWSS).
What you will learn:
- An Introduction to the EWSS
- Revised EWSS Subsidy Rates
- EWSS Eligibility Criteria & Recent Changes
- Monthly reporting requirements to ROS
- De-Registering and Re-Registering for EWSS
For more information visit our website https://www.thesaurus.ie/
In this webinar, we discuss what you need to know about the extension of the EWSS, including enhanced eligibility rules. Plus, we will highlight important tips to remember as you return to the workplace (and what mistakes you should avoid).
For more information visit: https://www.thesaurus.ie/
In this webinar, we will discuss the key changes to the Coronavirus Job Retention Scheme as the scheme winds-down. With the end of the furlough scheme fast approaching, we will also explore the long term implication of COVID-19 on payroll.
For more information visit: https://www.brightpay.co.uk/
This webinar took place on 20 July 2021.
This webinar is specifically designed for accountants and payroll bureaus. In this webinar, representatives from both BrightPay and Modulr team up to explore what you need to know about making payments in BrightPay via Modulr. Plus, we discuss how you can offer payments as a service to your clients to improve profitability.
For more information please visit https://www.brightpay.co.uk/
In the past, payroll software and accounting systems stood side by side, but they never spoke or communicated directly with each other. Thanks to API integration, we have added the ability to connect BrightPay to a number of accounting packages, one of these being QuickFile.
BrightPay’s integration has made it possible for the instant flow of payroll information from the payroll software to QuickFile. Instead of having to manually enter the payroll journals into the QuickFile system, they can be sent directly from BrightPay to QuickFile at the click of a button. It couldn’t be any easier.
For more information, please visit www.brightpay.co.uk
We discuss the recent changes to the furlough scheme, including how the rules are changing between now and September. Plus, we highlight important HR tips to remember as you return to the workplace (including what mistakes you should avoid).
For more information, please visit www.brightpay.co.uk
BrightPay’s new integration with Modulr will give you a fast, secure and easy way to pay employees through BrightPay. Eliminate the need to create bank files and the manual workload associated with making payments to employees.
HMRC have announced even further extensions to the furlough scheme until the end of September. The government will continue to contribute to 80% of employees' wages for unworked hours until the end of June. However, employers will be asked to contribute a percentage of their employees' wage from July onwards as the scheme winds down.
Join us as we examine how the scheme rules are going to change between now and September and what these changes mean for your business. Plus, we will share some of the key lessons learned from processing payroll in a pandemic, and how COVID-19 has impacted payroll forever.
In the past, payroll software and accounting systems stood side by side, but they never spoke or communicated directly with each other. Thanks to API integration, we have added the ability to connect BrightPay to a number of accounting packages.
BrightPay’s integration has made it possible for the instant flow of payroll information from the payroll software to various accounting systems. Instead of having to manually enter the payroll journals into your general ledger, you can send them directly from BrightPay to your accounts system at the click of a button. It couldn’t be any easier.
Traditionally, many accountants would say that offering payroll as a service is not necessarily cost-effective and that it can be a time-consuming and tedious process. But this doesn’t need to be the case.
Today, your payroll and HR processes can be more automated and streamlined than ever before. It’s now feasible for payroll to be profitable for bureaus offering it as a service.
HMRC have announced even further extensions to the furlough scheme until the end of September 2021. The government will continue to contribute to 80% of employees' wages for unworked hours until the end of June. However, employers will be asked to contribute a percentage of their employees' wage from July onwards as the scheme winds down.
Employers need to prepare for IR35 reforms which are being introduced in the private sector this April. Like the public sector, clients will have to determine whether the contractor falls inside or outside IR35. There is a right way and a wrong way to comply with IR35 rules. Just putting all contractors ‘inside IR35’ and hoping for the best isn’t good enough.
During this webinar, Jas Jhooty, Director at emTax, will explore the steps that need to be taken to obtain ‘outside IR35’ SDS rulings for as many contractors as possible. By making simple changes to contracts and working conditions, businesses can keep 'inside IR35’ contractors to a minimum and reduce costs from April 2021.
Plus, see how BrightPay caters for IR35, including automatic disabling of employee benefits that off-payroll workers are not entitled to.
The impact of COVID-19 has seen a growing shift towards businesses bringing their payroll in-house to save money. Read the many benefits of managing your payroll in-house, including practical advice on how to implement it.
Is the fear of switching payroll software holding you back? Moving from one payroll software to another can sometimes be a daunting task, but with preparation, this doesn’t need to be the case.
In this webinar, we explore the challenges employers and accountants face when switching payroll software, including top tips on how to overcome those challenges. Plus, we highlight the many benefits associated with switching to BrightPay and why it is the perfect payroll solution for your business.
Discover what you need to do to prepare for your move to BrightPay to make the switch as seamless as possible. It’s time to turn payroll into the quick and easy process it should be.
See www.brightpay.co.uk for more information.
More from BrightPay Payroll and Auto Enrolment Software (20)
6. Auto Enrolment
• Government initiative – Save for later life
• Rolled out in stages: Oct 2012 – Oct 2018
• All employers required to offer a workplace
pension scheme to eligible workers.
7. Auto Enrolment Responsibilities
1. Set up a Pension Scheme
2. Staging date – Assess the workforce
3. Communications
4. Declaration of Compliance
5. Ongoing Duties
13. Non Eligible JobholdersEntitled Workers
• Aged 16 – 75, earns £5,824 to £10,000
OR
• Aged 16 – 75, but under 22 or over State
Pension, earns above £10,000
• Aged between 22 and State Pension age
• Earn more that £10,000 per year
• Work, or ordinarily work, in the UK
• Aged at least 16 and under 75
• Earn the lower level of earnings or less
• Work, or ordinarily work, in the UK
Eligible Jobholders
Assessing Employees
• Aged between 22 and State Pension age
• Earn more that £10,000 per year
• Work, or ordinarily work, in the UK
14. • Aged at least 16 and under 75
• Earn the lower level of earnings or less
• Work, or ordinarily work, in the UK
Entitled WorkersNon Eligible Jobholders
• Aged 16 – 75, earns £5,824 to £10,000
OR
• Aged 16 – 75, but under 22 or over State
Pension, earns above £10,000
Assessing Employees
15. • Aged at least 16 and under 75
• Earn the lower level of earnings or less
• Work, or ordinarily work, in the UK
Entitled Workers
Assessing Employees
16. Assessing Employees
• Must be monitored at each pay period
• Ensure you have the correct tools in place
• BrightPay – assesses employees and notifies you
if an action is required
18. Postponement
• Option to postpone for up to 3 months
– Temporary rise in earnings
– Align assessment dates
– Contractual workers
• Does not mean no responsibilities
• 6 weeks to issue communications
19. Postponement
• Payroll Software must handle
postponement
• Choose a deferral date within
3 months
• Notifications when reach
deferral date
• Postponement
communications
21. Opt-out’s & Refunds
• Employees have the option to opt out
• If within 30 days of being enrolled, they are
entitled to a full refund.
• Opting out is the employees choice, not the
employers.
• Payroll Software must be able to process opt-out
request and refund contributions made.
23. Communications
• Employee communications is an important
employer responsibility
• Must write to each employee depending on their
employee category
• Eligible jobholders, non-eligible jobholders, and
entitled workers each have different rights and
entitlements
24. Communications
• Eligible jobholders – automatically enrolled,
contribution rates, option to opt out.
• Non-eligible jobholders – have the option to be
enrolled, employer must contribute
• Entitled workers – can join the scheme, employer
does not need to contribute to the scheme
25. Communications
• Postponement – additional communications
duties
• Already part of qualifying pension scheme –let
them know they are not affected
• Time limits in place to give employees sufficient
time to make decisions
• Make sure the right information gets to the right
employee at the right time.
26. Communications
• Employee communications – very time
consuming when done manually
• Software solution – easily produce interactive,
personalised letters
• Choose your software with caution – not all
providers offer communications features
• BrightPay – automatically produces, ready for
printing / emailing
28. Record Keeping
• Keep records of Auto Enrolment compliance
• Employers must keep:
– Records about jobholders and workers
– Records about your pension scheme
• Records must be kept for 6 years (except opt in
requests)
29. Reporting
• Ask your payroll software provider about
reporting features
• Can you choose information you want to see?
• Does it allow you to save report templates?
• Is it possible to open multiple reports side by
side?
33. Payroll and AE Software
• Choose payroll software which is specifically
tailored to auto enrolment
• Check with payroll provider and test software
ahead of the staging date
• Streamline auto enrolment, reduce your
workload
34. Payroll and AE Software
• BrightPay – an easy to use payroll and Auto
Enrolment solution
• Automate the process, allowing you to save time
and money
• With BrightPay, Auto Enrolment is easy
• Makes the process effortless and uncomplicated
37. In House vs. Outsource
• Process AE in-house or outsource to a
professional?
• Weigh up the advantages and disadvantages
• Do you have the time, staff resources, and
software resources required to deal with AE?
• More efficient to outsource to a payroll bureau
or accountant?
38. Processing In-House
Advantages
• Keep control within
the company
• No expensive
outsourcing costs
• Correct tools makes it
easy
Disadvantages
• Need to invest in
payroll software
• Research payroll
solutions
• Increased workload
40. In House vs. Outsource
• Make sure to evaluate advantages and
disadvantages of both situations
• Which option will benefit your company
the most?
41. Does Your Payroll Software...
1. Assess your workforce?
2. Allow the use of postponement?
3. Automate employee communications?
4. Calculate pension contributions?
5. Handle opt-in and joining?
42. Does Your Payroll Software...
6. Handle opt outs and refunds?
7. Notify you when actions need to be taken?
8. Keep records and provide reports?
9. Have any hidden charges?
10. Integrate with multiple pension scheme
provider systems?