Exclude Employee from Auto-Enrollment

To exclude an employee from 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 - "Is the employee exempt from auto-enrollment?"
   • No - "Do you want to postpone the employee from auto-enrollment?"
   • Exclusions - Choose from the following options:
     • "Ceased Active Membership"
     • "CIS Subcontractor"
     • "Leaver"
     • "Not known"
7. Click on the "Save" button.

Workmax will postpone the employee from auto-enrollment. If you have any questions or need help, please contact Workmax Support.