To check which companies may require the Declaration of Compliance to be completed, you can create a report at Bureau level to identify the staging dates and re-enrolment dates for the companies selected.
In the new report template, select the Company table and a name and then move on to select the columns.
We would suggest to include the following:
Company name
PAYE scheme
Staging date
Re-enrolment date
Declaration of compliance indicator
TPR Letter code
Company number
Details needed for company address (3 address lines, city, county, country & postcode)
Payroll support contact name
Payroll support contact email
Once the columns have been selected, you can choose to sort the report using the Settings screen and on the Filter screen, if you are running the report for multiple companies, add a filter on Declaration of Compliance Complete Indicator and set this to false. You can then preview and save the report.
You can then use the staging and re-enrolment dates on the company report to find the relevant period in Paycircle. Re-enrolment periods are highlighted in yellow in the payroll history screen.
The pension reports for the companies’ staging or re-enrolment period can then be checked to find the totals needed to submit to The Pension Regulator (TPR) on the relevant template.
More information can be found on the TPR website.
Where employees show as Will Be Enrolled, check whether they are being enrolled as a new starter or whether they are being enrolled due to re-enrolment.
If you have multiple companies within a PAYE scheme, these counts must be totalled across all companies in the scheme.
Once the Declaration of Compliance has been completed with TPR, update your re-enrolment date (where applicable) and set the indicator to confirm this is complete in the Pension settings. To do this, follow the steps below.
Click Pensions and select the relevant pension scheme.
Click Settings tab and click Edit in the Staging and Re-enrolment area.
Amend the re-enrolment date and then change the indicator to Yes.