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Clear Books auto enrolment features - Stage 2

News posted by Chris Storey 4 years ago

Last week we released the first stage of our new features to help Clear Books Payroll comply with the UK Government’s new Auto Enrolment pension regulations. You can read about these ‘Stage 1′ features in our blog here.

Today we've released ‘Stage 2’ of our auto enrolment features, with 2 more stages to be released before the end of January.

Which auto enrolment features are available as part of the ‘Stage 2’ release?

Full ‘assessment of the workforce’ functionality and reporting

On your staging date, and before you process your payroll each time, you need to work out which employees must be enrolled into a pension scheme and which have the option to join.

Clear Books Payroll’s report makes this process much simpler by assessing:

  • How much each member of staff earns
  • How old they are
  • What auto enrolment category they fall into and the reason for this
  • What date this is applicable from.

Take a look at our support guides to see step-by-step instructions for using this feature:


We’ll be communicating the details of each of our auto enrolment releases, so keep an eye on our blog and Community forum over the next few weeks. Stage 3 of our Auto Enrolment release is due on 18th January.

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