Leavers and contribution changes
- We improved the process for telling us about workers who have stopped contributions or left employment.
- We improved contribution processing by grouping data errors together, so you can fix them quickly and easily.
- We automatically remove contributions for workers who have opted out.
What does this mean for you?
There may be some changes to your existing processes. However, there's no change to when you provide us with assessment and contribution data.
In April 2014, the Government introduced changes to extend the time for auto enrolling workers and the deadline for issuing postponement communications from one month to six weeks.
What this means for you
- You might be providing worker information twice a month to ensure worker communications are issued on time. You can now do this once a month, as long as the worker communications are issued within six weeks of their company start date.
- There's no change to how you tell us about new workers.
- You must tell us about new workers before you assess them.
Top tip
Making sure the National Insurance number for workers is the same for new worker and contribution files will help our auto enrolment system identify them easily.
We've improved the process for telling us about workers who have stopped contributions or left employment.
What this means for you
- We've added a leavers tab to the dashboard to make the process simpler.
- You can tell us about leavers easily by adding a template and importing a CSV file. See our User guide andCSV template for more information.
- We'll group data errors together, so you can fix them quickly and easily.
- You no longer have to tell us about leavers when you process contributions.
Top tip
To help streamline your process, you should tell us about leavers at the same time you add new workers. Ideally, this should be before you assess workers and make contributions.
This will ensure our records are kept up-to-date and help minimise errors.
If you're making other bulk changes, you should continue to tell your Customer Service team about these changes separately.
We've improved contribution processing to make it easier for you.
What this means for you
- You don't need to change the contribution data you give us.
- We've reduced the amount of data we need from you to help streamline the process. See our User guide andCSV template for more information.
- Once you've mapped a new template, you can continue to make contributions easily by importing a CSV file.
- We'll group data errors together, so you can fix them quickly and easily.
- You no longer have to tell us about leavers as we now have a separate leaver process.
- We'll automatically remove contributions for workers who have opted out, which will minimise the need for refunds.
Top tip
Making sure the National Insurance number for workers is the same for contribution and new worker files will help our auto enrolment system identify them easily.