How To Fix HRGB_PAE537 - PAE Transitional Period Applied: Automatic Enrolment on &1 into AES &2

SAP Error Message - Details

• Message type: E = Error

• Message class: HRGB_PAE - HR: Messages for pension auto enrolment

• Message number: 537

• Message text: PAE Transitional Period Applied: Automatic Enrolment on &1 into AES &2

What causes this issue?

1) The worker has had the <ZH>Transitional Period for DB/Hybrid Schemes
</> applied and all PAE duties were delayed until <ZH>30.09.2017</>,
which was the end of the Transitional Period for DB/Hybrid Schemes.
2) The worker was <ZH>not an EJH on their first assessment date on or
after 01.10.2017</> and so was <ZH>not </>automatically enrolled on that
date (or assessed as an EJH in a QPS). So, they are continually assessed
at the start of every Pay Reference Period from that point onwards.
(N.B. If the worker was an EJH on their first assessment date on or
after 01.10.2017, then a different warning message would be issued - not
this one.)
3) They have now <ZH>become an EJH, they are not currently in a QPS and
there is no applicable exclusion or exception </>that implies that the
do not need to be auto-enrolled, but instead they must be auto-enrolled.
HOWEVER, as the Transitional Period for DB/Hybrid Schemes was applied
the AE duties are modified. The AE date is not the date they become an
EJH, but 01.10.2017. If this was some time ago (years perhaps!) the
manual workload involved in their auto-enrolment is significant.

System Response

The payroll (and pre-payroll report) will auto-enrol the employee from
the <ZH>assessment date</> when they become an EJH, but the post payroll
report will attempt to create the auto-enrolment record from
<ZH>01.10.2017</> - to comply with legislation.

How to fix this error?

The auto-enrolment will be retrospective.
This implies action must be taken by the employer to retrospectively put
them into an auto-enrolment pension scheme and retrospectively take
deductions! The deductions must be calculated accurately - which the
payroll may not do automatically. The employee also has the right to pay
the retrospective deductions in instalments - rather than a lump sum
which could be a huge burden (or encourage them to opt out).
If the retrospective change to master data is too far back (as Master
Data update is not allowed that far back) the post payroll report will
error during the update of the Pensions infotype (0071).

Procedure for System Administrators

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message HRGB_PAE537 - PAE Transitional Period Applied: Automatic Enrolment on &1 into AES &2 ?

  The SAP error message HRGB_PAE537 indicates that there is an issue related to the automatic enrolment of an employee into the Automatic Enrolment Scheme (AES) during a transitional period. This error typically arises in the context of payroll processing and employee benefits management, particularly in the UK where automatic enrolment into pension schemes is mandated by law.
  Cause:
  The error message HRGB_PAE537 can occur due to several reasons, including:
  
  Incorrect Configuration: The system may not be properly configured to handle the transitional period for automatic enrolment.
  Employee Data Issues: There may be missing or incorrect data in the employee's master record that prevents the automatic enrolment process from completing successfully.
  Eligibility Criteria: The employee may not meet the eligibility criteria for automatic enrolment, or there may be a mismatch in the expected enrolment dates.
  Pension Scheme Setup: The pension scheme may not be correctly set up in the system, or there may be issues with the scheme's parameters.
  
  Solution:
  To resolve the HRGB_PAE537 error, consider the following steps:
  
  Check Configuration: Review the configuration settings for automatic enrolment in the SAP system. Ensure that the transitional period settings are correctly defined.
  Review Employee Data: Verify the employee's master data for completeness and accuracy. Check for any missing fields that are required for automatic enrolment.
  Eligibility Check: Confirm that the employee meets the eligibility criteria for automatic enrolment. This includes checking age, earnings, and employment status.
  Pension Scheme Verification: Ensure that the pension scheme is correctly set up in the system. Check the scheme's parameters and ensure they align with the requirements for automatic enrolment.
  Consult Documentation: Refer to SAP documentation or notes related to automatic enrolment and transitional periods for any specific guidance or updates.
  Testing: If changes are made, conduct testing in a development or quality assurance environment to ensure that the issue is resolved before applying changes to the production environment.
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide updates on automatic enrolment functionality.
  Legal Requirements: Familiarize yourself with the legal requirements surrounding automatic enrolment in your jurisdiction, as these may impact how the system is configured.
  Support: If the issue persists after following the above steps, consider reaching out to SAP support or your internal SAP team for further assistance.
  
  By following these steps, you should be able to identify the root cause of the HRGB_PAE537 error and implement a solution to resolve it.