How do I run auto enrolment assessments?

Modified on Tue, 30 Dec, 2025 at 9:51 AM

Cintra iQ has an Auto Enrolment (AE) facility, which takes you through the process of amending a pension scheme set up, defining which payment headings are pensionable and which headings are classed as Qualifying Earnings, running an assessment, and enrolling employees into the relevant Auto Enrolment scheme. Cintra iQ can also manage Opt ins and Opt outs.

From Staging Date onwards, for every pay period you will need to assess your employees to identify any employees who need to be auto enrolled. Once you have entered all period input and performed a full payroll calculation, you can create assessments to identify the categories of employees.

Note: You will need to assess your employees at least once during the pay period but you can re-run the assessment as often as required. Replace this text with something noteworthy

To assess employees

Navigate to the Pension - Auto Enrolmentwindow.
- Go to Cintra iQ: Payroll> Payroll Tools> Pensions> Auto Enrolment
Select the desired Payroll.
Select the desired Period.
Click the Assess button.

The Assessment Audit tab contains a summary of all employees assessed. No amendment to employees can be made within this tab.
Any Eligible job holders who need to be enrolled in the selected pay period appear in the Employees to be Enrolled tab. For more information, see How do I set the employee's auto enrolment assessment detail?
All employee types who have had a change in status or who require a communication, will be displayed within the Communications/Status Changes tab, even those Eligible job holders you have just enrolled, as they will require a communication informing them of their enrolment or status. See also How do I inform employees of their auto enrolment or status?
The Assessment Audit tab lists a summary of all employees assessed. No changes can be made in this tab.
Any employee types who have chosen to join a pension scheme will be displayed in the Opt In and Requests tab. See How do I opt out/exclude an employee out of auto enrolment?

Note: Within each tab, you can filter your results by double-clicking on a particular employee.