UK Pension Auto-Enrolment
TPR auto-enrolment assessment, postponement, contribution calc and provider CSV
UK Pension Auto-Enrolment
TPR auto-enrolment assessment, postponement, contribution calc and provider CSV
The Pensions Regulator (TPR) auto-enrolment duties are usually run by hand in a spreadsheet every pay period. This module automates them: it assesses every worker against the age and qualifying-earnings thresholds, classifies them, applies postponement, calculates employee and employer contributions, and generates a provider-ready contribution CSV. It is an assessment and format-generation tool — your chosen pension provider performs the statutory submission.
Key Features
Worker Assessment
Assess each worker against age and qualifying-earnings thresholds and classify them as Eligible Jobholder, Non-eligible Jobholder or Entitled Worker.
Postponement
Apply deferral periods at staging, new-starter or eligibility events, tracking the deferral date and the re-assessment that follows.
Contribution Calc
Compute employee and employer contributions on qualifying earnings between the lower and upper limits, across banded, basic-pay, total-pay and qualifying bases, with relief-at-source.
Pay-Period Runs
Run a pay-period assessment batch that snapshots each worker's category, pensionable pay and contribution amounts for the period.
Provider CSV (BYOK)
Generate a provider-ready contribution CSV to upload to your pension provider — you keep control, the provider does the filing.
Opt-out & Opt-in
Record opt-out and opt-in on the employee, with scheme references (provider, EPSR) configured per scheme.
Screenshots
Assessments
Export Contribution Csv
Assessment Runs
Pension Schemes
Why Choose This Module
Compute employee and employer contributions on qualifying earnings between the lower and upper limits, across banded, basic-pay, total-pay and qualifying bases, with relief-at-source.
Specifications
- Compatible: Odoo 18.0 / 19.0 / 20.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: hr
- Support: support@pokutsoft.com
Update date: 2026-09-30
User guides (PDF)
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