# Automatic Benefit Re-enrolment

Automatic Benefit Re-enrolment is a powerful feature that allows you to automatically re-enrol employees back into benefits when they meet specific criteria, without manual intervention.

Written by Konky Wang  
February 2, 2026

## 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:**

1. Navigate to the employee's profile in your admin portal  
2. Go to the **Personal Details** tab  
3. Toggle the **"Auto re-enrol in benefits"** field to OFF  
4. 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:

1. The employee is enrolled back into the benefit with their previous preferences preserved  
2. The employee receives an email notification explaining that they have been re-enrolled  
3. An audit record is created showing the re-enrolment action  
4. 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.

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**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!