Assess Employee Eligibility for Auto-Enrollment

To assess an employee's eligibility for auto-enrollment, follow these steps:

1. Sign in to your "Workmax" account with an admin account.
2. Go to the "People" section.
3. Select the employee you want to change the details of.
4. Select the "Pension" tab
5. Click on the "Edit" link in the Auto-enrollment assessment section.
6. Enter assessment details:
   • Yes/No - "Is the employee a UK resident?"
   • Yes/No - "Is the employee exempt from auto-enrollment?"
   • Assessment Status - Choose from the following options:
     • Entitled Worker
     • Non-eligible Jobholder
     • Eligible Jobholder
   • Assessment Event - Choose from the following options:
     • Automatic Enrollment
     • Postponement
     • Opt-in
     • Joining
     • Leaving
   • Assessment Date - Enter the date of the assessment.
   • Communication Date - Enter the date of the communication.
7. Click on the "Save" button.

Workmax will now update the auto-enrollment assessment for the employee. If you have any questions or need help, please contact Workmax Support.