What are pension assessments?

"What are pension assessments?"

The Pensions Regulator, in the UK, has asked that all employees and zero-hour workers be regularly assessed for their eligibility for pension contributions.

To see a person's pension assessments:

1. First, select the person on: "Menu", then "People"
2. Then tap: "Pay", then "Pension"
3. Then below the pension status, tap the "Assessment" link.
4. And you'll now see the person's "Latest assessment" slide out from the right.
5. Which includes the person's current pension assessment.
6. And a description, below, with all the details of how the current pension assessment was reached.
7. At any time, you can tap Assess again, and you'll instantly see an updated pension assessment, based on the person's current employment.
8. To see a history of all pension assessments over time, tap the "Assessment history" link.
9. And you'll see the person's "Assessment history" slide out from the right. Including a record of all pension assessments that were ever done for the person.
10. And finally, you can tap any row in the "Assessment history" to see the details of the person's pension assessment on that date.

Keep in mind that:

• A fresh pension assessment is automatically run for each person, in the background, every time the person's paid.
• If there's ever a change of assessment detected, additional steps, like auto-enrolment, are also automatically run for the person.
• Which may result in notification emails being automatically sent to the person.
• Everything's automatic. There's nothing that you've got to do.

To learn more:

• About pension assessments, go to The Pensions Regulator's website.

And that's it! That's everything you need to know about a person's pension assessments!