As a general rule, your employee must have made a contribution within 11 months to be able to re-join and not had any refunds. This doesn't include anyone leaving the business (voluntarily or involuntarily) and returning within 11 months, these are HMRC rules. All examples below are to be used as guidance, but if you have a specific question then please let us know (don't forget to include the employee name and your customer number!)


No refunds


Example 1 - Permitted

No order January to November

Order placed in December


Example 2 - Not Permitted

No order placed January to December


The below shows the effect that refunds have on their account. If they have a refund of 11 months or more then they are immediately unable to re-join the scheme.


Example 3 - Permitted

No order January to June

Had a refund of 3 months worth of vouchers

This pushes them to effectively had no deductions for 3 months so pushed their date forwards to September


Example 4 - Not Permitted

No order January to November

Had 2 months of refunds

This pushes them to effectively had no deductions for 3 months so pushed their date forwards to February a year later.