What is Automatic Benefit Re-enrolment?
When employees opt out of certain benefits, regulations or company policies may require you to re-enrol them after a specific period. Rather than tracking these dates manually and processing re-enrolments one by one, Automatic Benefit Re-enrolment handles this for you based on rules you configure.
The system will:
Automatically identify eligible employees based on your criteria
Re-enrol them into the benefit at the right time
Preserve their previous preferences, such as contribution amounts
Send email notifications to inform employees of their re-enrolment
Provide full audit trails so you can see who was re-enrolled and when
Common use cases
UK Workplace Pensions: UK regulations require employers to re-enrol eligible employees who have opted out every 3 years during a defined re-enrolment window.
Annual benefit renewals: Automatically re-enrol employees into benefits at the start of each benefit year if they previously opted out.
Eligibility changes: Re-enrol employees when they become eligible again after a life event or status change.
How to check if a benefit has auto re-enrolment enabled
Log in the Admin portal, navigate to the benefit you want to check.
You'll see an indicator showing "Do auto re-enrolment rules apply?" per benefit
If this is set to 'Yes' those enrolled will be automatically re-enrolled
Managing employee exclusions
Some employees may need to be excluded from automatic re-enrolment. For example, employees enrolled in an Alternative Pension Scheme should not be automatically re-enrolled into your workplace pension.
To exclude an employee from auto re-enrolment:
Navigate to the employee's profile in your admin portal
Go to the Personal Details tab
Toggle the "Auto re-enrol in benefits" field to OFF
Optionally, add a reason for the exclusion (such as "Alternative Pension Scheme")
If you use an HRIS integration, you can also manage exclusions through your HRIS system by mapping the appropriate field.
What happens when an employee is re-enrolled
When the system automatically re-enrols an employee:
The employee is enrolled back into the benefit with their previous preferences preserved
The employee receives an email notification explaining that they have been re-enrolled
An audit record is created showing the re-enrolment action
The employee can opt out again if they wish by logging into their benefits portal
The difference between auto-enrolment and auto re-enrolment
Auto-enrolment controls how employees are first enrolled when a benefit is initially assigned to them.
Auto re-enrolment is specifically for bringing back employees who have previously opted out, based on configurable rules and trigger conditions.
Frequently Asked Questions
Will employees be notified when they're re-enrolled?
Yes, employees receive an email notification explaining that they have been automatically re-enrolled, which benefit they've been enrolled in, and their right to opt out again if they wish.
Will employee contribution preferences be preserved?
Yes, the system preserves employee preferences such as contribution percentages from their previous enrolment.
Can employees opt out again after being re-enrolled?
Yes, employees can opt out again at any time through their benefits portal. However, for benefits with cyclical re-enrolment requirements (like UK pensions), they will be re-enrolled again when the next re-enrolment period arrives.
What if an employee should never be re-enrolled?
You can permanently exclude specific employees by toggling the "Auto re-enrol in benefits" setting to OFF in their employee profile, and documenting the reason for the exclusion.
How do I know who has been re-enrolled?
Every automatic re-enrolment action creates an audit record that shows which employees were evaluated, who was re-enrolled, and the outcome of each action. Your Customer Success team can help you access these audit records if needed.
Need help? If you'd like to set up automatic re-enrolment rules for your benefits or have questions about this feature, please create a ticket to our team!