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>2021-01-26</StatePensionDate>
<AssessmentDate>2021-01-26</AssessmentDate>
<QualifyingEarnings>123.99</QualifyingEarnings>
<AssessmentCode>Excluded</AssessmentCode>
<AssessmentEvent>NonEnrolmentEvent</AssessmentEvent>
<AssessmentResult>Inconclusive</AssessmentResult>
<AssessmentOverride>None</AssessmentOverride>
<OptOutWindowEndDate>2021-01-26</OptOutWindowEndDate>
<ReenrolmentDate>2021-01-26</ReenrolmentDate>
<IsMemberOfAlternativePensionScheme>true</IsMemberOfAlternativePensionScheme>
<TaxYear>123</TaxYear>
<TaxPeriod>123</TaxPeriod>
</AEAssessment>
{
"AEAssessment": {
"Age": "123",
"StatePensionAge": "123",
"StatePensionDate": "2021-01-26",
"AssessmentDate": "2021-01-26",
"QualifyingEarnings": "123.99",
"AssessmentCode": "Excluded",
"AssessmentEvent": "NonEnrolmentEvent",
"AssessmentResult": "Inconclusive",
"AssessmentOverride": "None",
"OptOutWindowEndDate": "2021-01-26",
"ReenrolmentDate": "2021-01-26",
"IsMemberOfAlternativePensionScheme": "true",
"TaxYear": "123",
"TaxPeriod": "123"
}
}