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Status Future consideration
Categories Pensions
Created by Georgina Richards
Created on Feb 7, 2023
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit STAF-I-322 Declaration of Compliance Report.

Re-enrolment / cyclical enrolment - enhancements & fixes Merged

  • After pressing the "perform cyclical enrolment" button, the system generates a list of employees re-enrolled but there is no option to export the list. This will be an issue when dealing with larger clients with lots of re-enrolled employees so it would be preferable if there is a report or export of data button available.

  • Staffology currently doesn't have a re-enrolment report that gives us a summary of status' used for re-declaration purposes. For example, 100 employees assessed, 30 already in the pension, 10 re-enrolled and 60 not entitled or non-eligible, etc. It would be important to have this for the re-declaration, even if it is just on screen for the time being, although report is desirable for audit purposes.

  • Staffology does not always produce the re-enrolment letters for employees during testing and live environments, bug / error?

  • When Staffology does successfully generate the letters, it mentions within the letter about an attached/enclosed statement but the statement page is missing. During our testing of the regular enrolment letters in Staffology, the statements are included so it is the re-enrolment letter that is not including the statement it references - bug / error? We have also checked the coding of these letters and the statement is not included in the codes so not sure how system is attaching or not attaching these statements.

    Thank you!

  • Admin
    Izzy Hayhurst
    Reply
    |
    Feb 10, 2023

    Hey Georgina - thank you for bringing this to our attention. I will raise it with the team.