At the re-enrolment date chosen by the employer, certain workers will need to be re-assessed and any eligible jobholders must be automatically re-enrolled.

The re-enrolment process requires you to re-assess any employees who have previously opted out or ceased membership of the scheme and re-enrol any employees who are re-assessed as eligible.

Mandatory assessments

  • The employer must re-assess all employees who had been enrolled into a scheme and then opted out or ceased membership more than 12 months before the chosen re-enrolment date.

Optional assessments

  • The employer can choose to re-assess all employees who had been enrolled into a scheme and then opted out or ceased membership within 12 months of the chosen re-enrolment date.
  • The employer may choose to not re-assess all eligible jobholders who have given their notice to end their employment or have been given notice of dismissal by the employer .

Once you have chosen your re-enrolment date, you will be able to re-assess your staff on your re-assessment page. Go to the Main Menu > Contribution & Payroll > Re-assess employees.

Useful to know
We provide a list of all employees who need to be re-assessed and you can filter by those employees that are mandatory and those that are optional.

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