How Automatic Enrolment works in FreePayroll

**Overview**

Every time you run payroll, our software assesses your workforce to identify any employees who are eligible job holders but are not yet enrolled in the pension scheme. Upon submitting payroll, we automatically communicate this data to Collegia Pension, ensuring a seamless enrollment process.

**How It Works**

Workforce Assessment
- Eligibility Check: The system evaluates each employee to determine eligibility based on predefined criteria.
- Enrollment Status: Identifies eligible employees who are not currently enrolled in the pension scheme.

Automatic Communication
- Data Transmission: Once payroll is submitted, the software sends the relevant data to Collegia Pension automatically.
- Enrollment Action: All eligible job holders are automatically enrolled in the pension scheme without manual intervention.

Employee Notification
- Welcome Pack: Enrolled employees receive a welcome pack via email.
- Registration Process: The welcome pack includes instructions for completing their registration or opting out of the pension scheme.

**Opt-Out and Refunds**

Employees have the right to opt out of the pension scheme within the first 30 days of enrollment. Here's how the refund process works:

- Opt-Out Within 30 Days
- Refund Eligibility: Employees who opt out within this period are entitled to receive a full refund of their contributions.
- Automatic Refund: If an employee opts out within 30 days, a refund is automatically processed and reflected in your current payroll.

- Opt-Out After 30 Days
- No Refund: Employees who choose to opt out after the 30-day period will not receive a refund of their contributions.
- Contribution Handling: No further contributions will be deducted from their payroll, but the already deducted amounts will remain in their pension pot.

Updated on: 11/10/2024