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How do I view an employee's auto enrolment history?

Modified on Tue, 10 Dec at 3:10 PM

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
 
Within the employee's Expenses and Benefits, you can view all Assessments carried out for them, what Communications have been generated, and create any Postponements and/or any Opt in and Join Requests.
 

To view the auto enrolment history

  1. Navigate to the Pension & Benefits Schemes tab in the employee's Expenses & Benefits window. 
    Go to Cintra iQ: Employment record> Forms> Expenses/Benefits.
  2. Click the Auto-Enrolment History/Requests button. The Auto-Enrolment History window appears.
  3. Perform the following:
 

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