What’s an AE date?
The AE (automatic enrolment) date is the date the employee has been assessed and becomes eligible to join the scheme.
What’s an opt-in date?
This is the date a non-eligible employee requests to opt in to the pension scheme.
What’s a scheme join date?
This is the date an entitled worker has asked to join the pension scheme.
The employee is non-eligible but has an AE date. Is this correct?
No. If an employee has been assessed as a non-eligible and decided to opt in, the file must have an opt-in …
My dates don’t match your expectations. What do I do?
Contact us via email at email@example.com to request this.
If the employee is eligible do I need a scheme join date?
No. An employee assessed as eligible must have an AE date rather than a scheme join date.
What’s a pay reference period (PRP)?
Under automatic enrolment rules, this is the period of time over which earnings are to be measured. For example, if …
Can I amend our pay reference period (PRP) frequency?
Yes. Contact us at firstname.lastname@example.org to request this.