Automatic enrolment

Add your staging date, pension provider, and pension contributions to set up automatic enrolment for workplace pensions in Xero. You can do this if you are new to payroll and auto enrolment, or if you have already started enrolling employees using another product.

How it works

Automatic enrolment via PensionSync is currently available to all new payroll customers. We are in the process of doing a phased rollout to our existing customers.

The three main steps in automatic enrolment are:

  1. Set up auto enrolment - In every pay run, we check if your employees are eligible for auto enrolment in your workplace pension. If they are, we'll let you know so you can set them up, or postpone, their auto enrolment.

  2. Inform your staff about auto enrolment - After you have set up auto enrolment, you need to communicate with your employees. Xero helps you do this by email or printable PDF.

  3. Process your pay run and make your pension payments - The final steps in auto enrolment include processing a pay run, running your contributions report and completing your pension filings so that you comply with government regulations.

Set up auto enrolment

In every pay run, we check if your employees are eligible for auto enrolment in your workplace pension. If they are, we'll let you know by posting alerts in Xero.

How you set up or postpone auto enrolment depends on your situation: