AE Assessment

Describes the result of an employee auto enrolment assessment.



AEAssessment [Schema]

Name Type Required Description
Age xsd:integer yes The employee's age as time of assessment.
StatePensionAge xsd:integer yes The employee's state pension age in years.
StatePensionDate xsd:date yes The date the employee is entitled to claim state pension.
AssessmentDate xsd:date yes The date the assessment took place.
QualifyingEarnings Money yes The assessment qualifying earnings.
AssessmentCode AEAssessmentCode yes The assessment code. Indicates the worker type identified during the assessment.
AssessmentEvent AEAssessmentEvent yes The assessment event. Indicates the assessment event type.
AssessmentResult AEAssessmentResult yes The assessment result. Indicates the assessment final result.
AssessmentOverride AEAssessmentOverride yes The assessment override. Indicates the type of assessment override action.
OptOutWindowEndDate xsd:date no The final date a worker can opt-out and have their contirbutions refunded.
ReenrolmentDate xsd:date no The date on which all workers must be assessed for automatic re-enrolment by the employer.
IsMemberOfAlternativePensionScheme xsd:boolean yes Indicates if the worker is already a member of a qualifying pension scheme.
TaxYear xsd:integer yes The tax year the assessment was made during.
TaxPeriod xsd:integer yes The tax period the assessment was made during.

Example

<?xml version="1.0"?>
<AEAssessment xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Age>123</Age>
  <StatePensionAge>123</StatePensionAge>
  <StatePensionDate>2020-10-15</StatePensionDate>
  <AssessmentDate>2020-10-15</AssessmentDate>
  <QualifyingEarnings>123.99</QualifyingEarnings>
  <AssessmentCode>Excluded</AssessmentCode>
  <AssessmentEvent>NonEnrolmentEvent</AssessmentEvent>
  <AssessmentResult>Inconclusive</AssessmentResult>
  <AssessmentOverride>None</AssessmentOverride>
  <OptOutWindowEndDate>2020-10-15</OptOutWindowEndDate>
  <ReenrolmentDate>2020-10-15</ReenrolmentDate>
  <IsMemberOfAlternativePensionScheme>true</IsMemberOfAlternativePensionScheme>
  <TaxYear>123</TaxYear>
  <TaxPeriod>123</TaxPeriod>
</AEAssessment>

{
  "AEAssessment": {
    "Age": "123",
    "StatePensionAge": "123",
    "StatePensionDate": "2020-10-15",
    "AssessmentDate": "2020-10-15",
    "QualifyingEarnings": "123.99",
    "AssessmentCode": "Excluded",
    "AssessmentEvent": "NonEnrolmentEvent",
    "AssessmentResult": "Inconclusive",
    "AssessmentOverride": "None",
    "OptOutWindowEndDate": "2020-10-15",
    "ReenrolmentDate": "2020-10-15",
    "IsMemberOfAlternativePensionScheme": "true",
    "TaxYear": "123",
    "TaxPeriod": "123"
  }
}