Pension Auto-Enrolment

Assess and enrol staff into your workplace pension scheme, and export contribution reports for your pension provider.

Where to find it: Finance → Payroll → Pension

Enrol an eligible staff member

1. Go to Finance → Payroll → Pension.
2. Review the automatic assessment (Enrolled, Eligible, Entitled worker, or Opted out), based on age and earnings.
3. Click 'Enrol Now' for anyone eligible who isn't enrolled yet — this starts pension deductions from their next pay run.

Submit contributions to your pension provider

1. Go to Finance → Payroll → Reports → Pension tab.
2. Export the contributions CSV for the period.
3. Upload it to your pension provider's own portal (e.g. NEST) — Carionex tracks and reports contributions but does not submit them to any provider automatically.

Tips & good to know

• Set your Pension Provider name in Payroll Settings — this clears the 'setup incomplete' banner on the payroll dashboard and appears on reports.
• If a staff member was already enrolled in a pension with a previous employer or payroll system, record their real historic enrolment date and use the Opening Balance section on their Payroll record to carry over pension already contributed this tax year.