Get auto-enrolment assessments
Returns the auto-enrolment eligibility assessment log for an employee, most recent first. An assessment record is written at each payroll approval for employees who go through the AE assessment path (i.e. not already ACTIVE or OPTED_OUT). Each record captures worker category, qualifying earnings, age, eligibility trigger, and whether auto-enrolment was performed. Already-enrolled or opted-out employees do not generate assessment records.
Authorizations
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Response
Successful Response
Date of the assessment; equals the pay_date from the pay calendar
AE worker category determined by the system on this date based on age and earnings: ELIGIBLE_JOBHOLDER, NON_ELIGIBLE_JOBHOLDER, ENTITLED_WORKER, or EXCLUDED
ELIGIBLE_JOBHOLDER, NON_ELIGIBLE_JOBHOLDER, ENTITLED_WORKER, EXCLUDED What initiated this assessment: NEW_HIRE (first payrun for this employee), EARNINGS_THRESHOLD (earnings crossed the trigger for the first time), AGE_THRESHOLD (employee turned 22), RE_ENROLMENT (3-year cyclical re-enrolment), PAY_PERIOD_ASSESSMENT (routine check on every payrun)
NEW_HIRE, EARNINGS_THRESHOLD, AGE_THRESHOLD, RE_ENROLMENT, PAY_PERIOD_ASSESSMENT True if the employee was eligible and not yet enrolled — auto_enrol() was called and the employee was enrolled into the default scheme. False if already ACTIVE, not eligible, or on postponement
True if this was a cyclical re-enrolment (employee had previously opted out and is being re-enrolled under the 3-year duty); false for initial enrolment
Earnings within the AE qualifying band (£6,240–£50,270/year, pro-rated for the period) used as the contribution base; null if the employee was not eligible or contributions were not calculated
^(?!^[-+.]*$)[+-]?0*\d*\.?\d*$Employee's age in whole years on the assessment date; null if date of birth was unavailable
ID of the payrun in which this assessment was performed; null for assessments triggered outside a payrun (e.g. manual enrolment)
Timestamp when this assessment record was created