How do I edit my auto enrolment letters?
From Catalyst
Summary
This article explains how to customise your Automatic Enrolment letters to ensure they print the details relating to the scheme you have elected to provide.
More Information
You will first need to follow this article to enter your company details and enable the letters to be edited.
Editing the letters
Go to " Payroll Maintenance Options Payroll Letters".
- Click [Advanced].
- Type 'INFO' in the "Filter on" box.
- Select 'User' from the "Mailshot type" drop down list.
- Click [Search].
The Payroll contains 8 letters. Each of these should be edited in case they are needed. The letters are :
- 'PAE - Eligible Jobholder Info'
- 'PAJ - Non-eligible Jobholder Info'
- 'PAW - Entitled Worker Info'
- 'PAQ - Already Qualifying Info'
- 'PPA - Postponement General Info A'
- 'PPB - Postponement General Info B'
- 'PPJ - Postponement Jobholder Info'
- 'PPW - Postponement Entitled Info'
- Click once on the first letter to edit - 'PAE - Eligible Jobholder Info'.
- Press <F5> or click [Edit].
- You will be taken to a [Definable Literals] screen which should now contain your company pensions scheme details. If this has not been completed, please refer back to this article.
- Press <Esc> or click [Exit] to return to a report menu.
- Select [Edit the Letter].
 | You should be presented with a Notepad screen containing the letter text along with some printer command codes. It is important to make any changes carefully to avoid removing any printing commands. The commands e.g. ^{M 4.200} indicate to the printer where text should be printed, i.e. how many characters from the left of the page and how many characters from the top of the page. |
- Read down the letter and find any areas where data needs to be inserted by you or text removing as it is not applicable to the scheme you have joined. These areas are usually contained within square brackets to identify them from the surrounding text.
 | In this example:
^{M 4,181} ^{M 12,181}Your contribution - $D56 of [insert what it is a percentage of,
for example "qualifying earnings" or "pensionable pay"]
^{M 4,184} ^{M 12,184}This will be taken directly from your pay.
^{M 4,187} ^{M 12,187}Our contribution - an amount equal to $D57 of [insert what it is
a percentage of, for example "qualifying earnings" or
^{M 4,190} ^{M 12,190}"pensionable pay"]
You would need to remove the section [insert what it is a percentage of, for example "qualifying earnings" or "pensionable pay"] to leave the words qualifying earnings or pensionable pay depending on your scheme. |
- When you have made your changes, click <File> and <Exit>.
- When prompted, <Save> the changes you have made or select <Don't Save> if you want to exit without saving.
- If prompted, click [Accept] to save the changes to the report.
- Press <Esc> to exit the report menu.
Repeat these steps to check and amend each of the 8 letters.
Please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page if you need further advice or assistance with editing the letters.
Test Print a Letter
Go to " Payroll Run Payroll Period".
- Press <Shift+F6> from the "Run Payroll Period" Screen.
- Click [Execute a Specific Report].
- Click on "Employee from" and enter an employee code. Press <Ctrl+F1> if you need to search for an employee code.
- Click on "Employee to" and enter the same employee code.
- Enter the code for the letter to test in the "Report" field, e.g. to test the Eligible Jobholder Info letter 'PAE'.
- Click [Start] to produce the report.
See also
- How do I prepare for automatic enrolment?
- How do I set up a pension scheme in Platinum Payroll?
- How do I add pension company details to my pension letters?
- How do I run a payroll period?
