Assess your employees for workplace pensions

When it comes to assessing your employees, timing is everything!

If your staging date, or if you’ve postponed, your deferral date, is approaching, you need to assess your employees for the first time in the tax period that your staging or deferral date falls into.

For example, if your staging or deferral date is 1 September 2017 and you run a monthly payroll, you need to assess your employees when you run the payroll for tax month 5, which runs from 6 August to 5 September 2017.

To help you know when to assess your employees, use our assessment date calculator.

How do I assess my employees?

If you have the Pensions Module, you can assess your employees in just a couple of clicks. To find out how to assess your employees, watch our quick demo below or read the guide. If you’re using Sage Instant Payroll, check our quick guide.

(Please visit the site to view this video)

I’ve missed my first assessment, what should I do?

If you miss your first assessment, you have a couple of options:

  • Set the process date to your next pay date then apply postponement to all employees.


  • Restore back to the period that the employees should have been assessed then run the pension assessment. Read more >

If you’re using Sage Instant Payroll, take a look at our take a look at our guide.

Don't have the Pensions Module? 

Find out more about how it can help you save time with workplace pensions. Read more >