Today we’ve released ‘Stage 3′ of our auto enrolment features, designed to help Clear Books Payroll users comply with the UK Government’s new workplace pension regulations.

If you’d like to see what features we’ve released already, see our blogs for Stage 1 and Stage 2.

There’s one final auto enrolment feature release scheduled, with ‘Stage 4’ due on Thursday 21st January.


Which auto enrolment features are available as part of the ‘Stage 3’ release?


Employee pensions report

  • There’s now a handy report showing you which employees either entered or left the pension scheme during the selected PRP (Pay Reference Period).

Pension contributions report

  • This report shows all pension contributions for the selected Pay Reference Period.
  • The contributions displayed are split down into employee and employer contributions.

Pension enrolment report

  • This report shows personal details of employees, along with their assessment result at the end of the selected Pay Reference Period.


All these reports can be accessed by signing in to your Clear Books account, selecting Payroll from the top navigation bar and then navigating to Pensions > Reports 

These reports can all be downloaded as CSV to allow them to be uploaded to pension providers services.


Improvement to ‘Employee details’ form

Tabs with uncompleted ‘required’ fields on the Employee details page are now highlighted, and the Save button is disabled until all required fields are completed. This page can be found by going to Employees > Details within the Payroll app.


Visit our support page to view step-by-step support guides for various Clear Books auto enrolment features.


We’ll be communicating the details of our final auto enrolment release on Thursday 21st January, so keep an eye on our blog and Community forum.

If you have any questions about the auto enrolment process, we’re here to help. Simply send us an email on and a member of the team will get back to you.


Posted by Darren Taylor

Darren is a Marketing Manager specialising in Digital Marketing