Auto Enrolment Control Centre – Main Dashboard

The main dashboard of the Auto Enrolment Control Centre is intended to give you an overview of all companies on your payroll.

It relays their current status and giving you direct access to functions that will enable you to process your day-to-day Auto Enrolment duties quickly.

The main dashboard consists of two views; Pre and Post Staging as well as giving you access to a administration (side) panel. You can switch between the two views by clicking ‘Pre-Staging’ or ‘Post-Staging’ at the top right of the screen.

• View Warnings – Displays all companies who have warnings. In this view, warnings will relate to Auto Enrolment activities not being completed in time. To ensure that your pre-staging plan is up to date, you should go to the Staging Checklist; to find out more about the Staging Checklist click here.
• At the bottom left of the screen you’ll find several action buttons that are associated with the table of results.
• Get Staging Date – Contacts the Pensions Regulator’s website to retrieve the Staging Date for companies selected.
• Edit Pension – Opens a form to enable you to edit the default pension of the companies selected.
• Staging Checklist – Opens the Staging Checklist for the current company. It is recommended that this tool is used, as it displays a timeline of events that should be completed in the run-up to staging. To find out more about the Staging Checklist click here.
• Declaration of Compliance – Creates a CSV file containing the selected companies. This CSV file can contain multiple companies; the file can then be uploaded on the Pension’s Regulator website. Those who do not wish to use this approach can complete the process online on the Pensions Regulator’s website.

• View Submissions – Displays all new pension scheme members and contributions that need to be submitted electronically to the companies pension provider. N.B. This only applies to NEST pensions and any scheme that is sent using PensionSync; in each case to enable Qtac to flag that a pension submission is due ‘Use Pension Provider API’ should be ticked in the Company Pension form.
• View Letters – Displays all letters that need to be produced due to recent Auto Enrolment activity.
• Last Synced – Displays companies for whom a process should be run to check for any updates that may be held on the pension provider’s website. This may be an employee opting out or creation of a new member plan number.
• At the bottom left of the screen you’ll find several action buttons that are associated with the table of results.
  • Send Submissions – Submit all new members and contributions to the pension providers of the selected companies.
  • Generate Letters – Prints or emails letters for any Auto Enrolment activity that necessitates a letter being produced for the employee.
  • Sync with Provider – Downloads any updates from the pension provider’s website, such as employee opt outs or pension cessations.

Side Menu

Clicking on the button will give you access to several administration functions:

• Employee Letter Templates – Enables you to configure Auto Enrolment letters for the payroll, which will be used across all companies. N.B. These letters can be tailored to individual companies should payroll bureau users have clients for whom this is a requirement.
• Pension Submission History – Displays an audit trail of all electronic submissions made to pension providers with a link to the XML file that was sent.

Additional Features

• Sorting – The tables displayed in this dashboard can be sorted by clicking on the column headings.
• Refresh View – You may find that, after editing data, the table may need updating. If you do, click this button to refresh the results.
• Export Results – The data displayed in the tables can be exported to CSV file by clicking this button.

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