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Specialised TrainingAuto-Enrolment

Classroom Workshop with Pensions Module

Classroom Workshop with Pensions Module

Automatic Enrolment classroom workshops around the UK

Our regional classroom workshops are designed for customers who are approaching their staging date. They will show you how to enable Automatic Enrolment processes within Sage 50 Payroll Pensions Module.


  • What to expect on the day
  • Locations
  • FAQs

Classroom Workshop for Automatic Enrolment in Sage Payroll - with Pensions Module

This workshop is designed for customers approaching their staging date. The workshop will show you how to use the Pensions Module to process Automatic Enrolment, giving you the knowledge, skills and confidence you need as you approach your staging date. It will also include a very brief overview of Automatic Enrolment legislation, however we advise you take one of our education services (seminar, remote 1-2-1 or e-learning) in advance of the workshop to give you a better understanding of the new legislation and what it means for your business. Please note, we have two versions of classroom workshops to choose from;

  • Classroom workshop for Automatic Enrolment in Sage Payroll - without Pensions Module
  • Classroom workshop for Automatic Enrolment in Sage Payroll - with Pensions Module

The session you take will depend on whether you have, or plan to purchase the Pensions Module or not you will not need to do both as you will only process Automatic Enrolment through one of them. If you do not plan to purchase the Pensions Module, please book the Sage 50 Payroll - without Pensions Module workshop instead.

Course Content

  • Introduction to Automatic Enrolment
  • Preparing your company and Sage Payroll for Automatic Enrolment
  • Assessing your workforce
  • Applying pension scheme to eligible employees
  • Processing of pensions
  • On-going tasks (re-evaluating your workforce, employees opting in/out, pension refunds)
  • FAQs

Customer Benefits

  • A classroom workshop will take you through the steps and product set up required as your approach your staging date
  • It will show you how to process Automatic Enrolment in Sage 50 Payroll Auto Enrolment Edition (this will be manual) or in the Pensions Module (this will be automatic)
  • This course will give you the knowledge, skills and confidence you need for processing Automatic Enrolment

Pre-requisites for this course:

  • Good knowledge and understanding of the Automatic Enrolment legislation which could be attained by one of the following:

1. Automatic Enrolment (seminar)          2. 1-2-1 Remotes Education and Preparation (phone)        3. AE for Employers (e-learning course)

  • Good working knowledge on processing Sage 50 Payroll