Assess employees eligible for auto-enrolment.

Assess employees eligible for auto-enrolment.

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