Enrol employee in pension scheme

curl --request POST \
  --url https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "enrolment_date": "2023-12-25"
}
'

import requests

url = "https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol"

payload = { "enrolment_date": "2023-12-25" }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({enrolment_date: '2023-12-25'})
};

fetch('https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'enrolment_date' => '2023-12-25'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol"

	payload := strings.NewReader("{\n  \"enrolment_date\": \"2023-12-25\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"enrolment_date\": \"2023-12-25\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"enrolment_date\": \"2023-12-25\"\n}"

response = http.request(request)
puts response.read_body

{
  "valid_from": "2023-12-25",
  "version": 123,
  "enrolment_date": "2023-12-25",
  "opt_out_date": "2023-12-25",
  "enrolment_communication_date": "2023-12-25",
  "scheme_id": "<string>",
  "created_at": "2023-11-07T05:31:56Z",
  "created_by": "<string>",
  "valid_to": "2023-12-25",
  "employee_rate": "<string>",
  "employer_rate": "<string>",
  "employee_cap": "<string>",
  "employer_cap": "<string>",
  "wage_type_code": "<string>"
}

{
  "detail": [
    {
      "loc": [
        "<string>"
      ],
      "msg": "<string>",
      "type": "<string>"
    }
  ]
}

POST

organizations

{organization_id}

employees

{employee_id}

pension

enrol

Enrol employee in pension scheme

curl --request POST \
  --url https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "enrolment_date": "2023-12-25"
}
'

import requests

url = "https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol"

payload = { "enrolment_date": "2023-12-25" }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({enrolment_date: '2023-12-25'})
};

fetch('https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'enrolment_date' => '2023-12-25'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol"

	payload := strings.NewReader("{\n  \"enrolment_date\": \"2023-12-25\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"enrolment_date\": \"2023-12-25\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://dev.intermezzo.ai/gb/organizations/{organization_id}/employees/{employee_id}/pension/enrol")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"enrolment_date\": \"2023-12-25\"\n}"

response = http.request(request)
puts response.read_body

{
  "valid_from": "2023-12-25",
  "version": 123,
  "enrolment_date": "2023-12-25",
  "opt_out_date": "2023-12-25",
  "enrolment_communication_date": "2023-12-25",
  "scheme_id": "<string>",
  "created_at": "2023-11-07T05:31:56Z",
  "created_by": "<string>",
  "valid_to": "2023-12-25",
  "employee_rate": "<string>",
  "employer_rate": "<string>",
  "employee_cap": "<string>",
  "employer_cap": "<string>",
  "wage_type_code": "<string>"
}

{
  "detail": [
    {
      "loc": [
        "<string>"
      ],
      "msg": "<string>",
      "type": "<string>"
    }
  ]
}

Authorizations

Authorization

string

header

required

Get token from Auth0 and paste it here

Path Parameters

organization_id

required

employee_id

required

Body

application/json

Request to enrol an employee in the pension scheme.

Use to record auto-enrolment, voluntary opt-in, or a worker joining the scheme. If no scheme_id is provided, the organisation's current active scheme is used. Optional rate override fields allow setting per-employee rates at enrolment time; null values fall back to scheme defaults.

enrolment_date

string<date>

required

Date on which enrolment takes effect

entry_route

enum<string>

required

How the employee entered the scheme (AUTO_ENROLLED, OPTED_IN, JOINED)

Available options:

AUTO_ENROLLED,

OPTED_IN,

JOINED

worker_category

enum<string>

required

Worker category determined at the time of enrolment

Available options:

ELIGIBLE_JOBHOLDER,

NON_ELIGIBLE_JOBHOLDER,

ENTITLED_WORKER,

EXCLUDED

enrolment_communication_date

string<date> | null

Date the statutory enrolment communication was issued to the employee. Required to validate the statutory one-month opt-out window.

scheme_id

Pension scheme to enrol into. Stored as provided; not auto-resolved on auto-enrolment — the auto-enrol path stamps the org default scheme at enrolment time.

employee_rate

Employee contribution rate override (null = use scheme default)

Required range: 0 <= x <= 1

employer_rate

Employer contribution rate override (null = use scheme default)

Required range: 0 <= x <= 1

employee_cap

Per-period employee contribution cap override

Required range: x >= 0

employer_cap

Per-period employer contribution cap override

Required range: x >= 0

tax_treatment

enum<string> | null

Per-employee tax treatment override (e.g. RAS when scheme is salary sacrifice)

Available options:

NET_PAY,

RELIEF_AT_SOURCE,

SALARY_SACRIFICE

wage_type_code

string | null

Wage type code for pension deduction; MUST be provided when tax_treatment is set

Response

Successful Response

Current pension membership state for an employee.

Reflects the latest (highest version) membership history record. Per-employee rate override fields (employee_rate, employer_rate, etc.) are null when the scheme defaults apply; non-null values take precedence over the scheme.

valid_from

string<date>

required

Date from which this version of the membership record is effective

status

enum<string>

required

Current membership status: ACTIVE (enrolled, contributions calculated), OPTED_OUT (left the scheme; contributions refunded if within 1-month opt-out window), NOT_ENROLLED (no active membership)

Available options:

ACTIVE,

OPTED_OUT,

NOT_ENROLLED

version

integer

required

Sequential version number of this membership record; starts at 0, incremented on each change (status change, rate update, etc.)

worker_category

enum<string> | null

required

AE worker category at enrolment time: ELIGIBLE_JOBHOLDER (age 22–SPA, earnings ≥ trigger — employer must enrol), NON_ELIGIBLE_JOBHOLDER (outside age/earnings band — can opt in), ENTITLED_WORKER (earnings below lower limit — can join, employer need not contribute), EXCLUDED (not subject to AE). Null if not yet enrolled

Available options:

ELIGIBLE_JOBHOLDER,

NON_ELIGIBLE_JOBHOLDER,

ENTITLED_WORKER,

EXCLUDED

entry_route

enum<string> | null

required

How the employee entered the scheme: AUTO_ENROLLED (system enrolled automatically at payroll approval), OPTED_IN (employee requested enrolment), JOINED (entitled worker chose to join). Null if not enrolled

Available options:

AUTO_ENROLLED,

OPTED_IN,

JOINED

enrolment_date

string<date> | null

required

Date on which the membership became ACTIVE; null if not yet enrolled

opt_out_date

string<date> | null

required

Date the employee opted out; null if not opted out

enrolment_communication_date

string<date> | null

required

Date the statutory enrolment letter was issued to the employee; used to validate the 1-month opt-out window

scheme_id

string | null

required

UUID of the pension scheme the employee is enrolled in; null for legacy memberships created before multi-scheme support (engine falls back to the org's default scheme)

created_at

string<date-time>

required

Timestamp when this version of the membership record was created

created_by

string | null

required

User identifier who created this version; null if created by the system (e.g. auto-enrolment)

valid_to

string<date> | null

Date on which this version expires (exclusive); null = current version. Set automatically when a new version is created

employee_rate

string | null

Per-employee employee contribution rate override; null = use scheme default

Pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$

employer_rate

string | null

Per-employee employer contribution rate override; null = use scheme default

Pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$

employee_cap

string | null

Per-employee maximum employee contribution per period; null = use scheme default

Pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$

employer_cap

string | null

Per-employee maximum employer contribution per period; null = use scheme default

Pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$

tax_treatment

enum<string> | null

Per-employee tax treatment override (e.g. RELIEF_AT_SOURCE for an employee whose scheme is SALARY_SACRIFICE); null = use scheme default

Available options:

NET_PAY,

RELIEF_AT_SOURCE,

SALARY_SACRIFICE

wage_type_code

string | null

Per-employee wage type code override for the payslip deduction line; null = use scheme default. Required when tax_treatment override is set

Update pension scheme

Record employee opt-out