- Sign in to your Workmax admin account.
- Go to the “People” section.
- Select the Employee.
- Select the “Pensions” tab.
- Click the “Assess for auto-enrolment” link.
- Enter auto-enrolment details.
-
- UK Worker. (Yes)
- Exempt from Auto-enrolment. (Yes)
- Assessment status (Eligible, Non-eligible, Entitled).
- Event code.
- Assessment date.
- Communications date.
- Click the “Save” button.