Auto-Enrolment: Assessment

A quick explanation of the Auto-Enrolment process in Primo Umbrella

The auto-enrolment assessment happens when the user performs the ‘Run Payroll’. After the postponement period (as mentioned in the AE Settings) is complete, the program will assess the employees based on their ‘Age’ & ‘Earnings’ and categorise them as ‘Eligible Job Holder (EJH)’, Non-Eligible Job Holder (NEJH)’ & ‘Entitled Worker (EW)’. Once the ‘Run Payroll’ is complete, the program will display a status message as shown below.

ae assessment

The employees who are categorised as ‘EJH’ will be assigned a pension scheme and the pension will be deducted every period until they opt-out of the pension scheme or cease their pension membership.

The employees who are categorised as ‘NEJH’ & ‘EW’ will be assessed every pay period until they become ‘EJH’ and are auto-enrolled.


The status of the Auto-Enrolment process can be viewed from the ‘Auto Enrolment Status Report’ under the ‘Payroll Reports’. The user has the option to export this report if required.

Main Menu → Payroll Reports → Auto Enrolment Status Report

ae status