Making contributions on dashboard

This video will take you through the process of making a pension contribution to help you meet your duties. 

We’ll be monitoring the contribution amounts you submit and checking if these match the amounts we expect. This is based on the contribution rates we currently hold and the pensionable earnings in the current contribution period you include in each submission. We’ll show you more detail on this later in this video. 

It’s important you submit an employee’s pensionable earnings accurately as once you fill in this field on the dashboard, our system will automatically calculate the expected contribution for the employee. This allows us to monitor the contributions and ensure they are in line with what we expect. 
You must make sure that any relevant assessments are completed at this point. 

When you've updated and finalised your payroll, you can process your monthly contribution. 

To begin, click the ‘Make Contribution’ tile on the right-hand side of the dashboard. 

You can see when the next contribution is due at the top of the page. 
There's the option to import a contribution schedule as a CSV file or input it manually. 

We recommend importing a file to reduce the chance of errors and ensure all workers are included. 

You’ll find more information about what data should be in your CSV file on our employer website. 

If you have a schedule in progress that you want to come back to, you can access it from the ‘Edit Contribution Schedule’ box at the right-hand side of the page. 

To start a new data import, click the ‘Import Schedule’ button at the left-hand side of the page. 

You now need to import your file by clicking on ‘Browse’ at the top of the page. 

This is the file we're going to import.

If the headings in your CSV file don't match the fields in our system, you can create a template to map your headings. 

For the purpose of this video, we'll show you how to create a new template. 
Tick the 'Create New Template' box and click 'Import File' situated beneath the file. 

This is the 'Create Template' page. 

Give the template a meaningful name. 

We'll need to go through and select the fields that haven't been mapped. 
In our example, the 'earnings in contribution period' needs to be mapped. 
To map this, select the heading from the drop-down list in the centre column of the table. 

You should do this for all the fields you need to map.

When you've mapped everything, click 'Create Template' at the bottom right-hand side of the page to import the file. 

We’ll then check if you’ve mapped any fields more than once. If we find any errors, you’ll need to update those fields before you can move on to the next stage. 

The file mapping is now successful, so click the ‘Continue’ button at the bottom right-hand side of the page to proceed.

Here's the results of the file import. This page checks the upload file against the workers already added to the dashboard. This can highlight any workers we’re not expecting contribution for. 

We’ll never take contributions for workers who have opted out. 

Once you’re happy with the schedule, click the ‘next’ button at the right-hand side of the page. 

This is the ‘review schedule’ page.

This summarises the information you've imported and highlights any queries. 
Here you can see the contributions we are expecting, and here you can see the queries. 

It's important you check all of these and update your schedule to ensure the correct contributions are made. 

You can review the queries on screen by clicking each tab, or you can export the data as a CSV file by clicking the 'Export Data' link at the bottom of the page. 

Here's the exported file. 

It's the same as the schedule we imported earlier with an extra column on the right-hand side showing the query. 

Here's some common validation errors you might find on this screen. You can find out more information on these errors on our employer website. 

Once you've addressed the errors and corrected them either on your CSV file or by selecting the relevant reason from the drop-down list in the right-hand column, you can then proceed to submit your contribution by clicking the button at the bottom right-hand side of the page. 

You can now review the final schedule details. 

Depending on the reason you’ve given for any differences in your contribution submission, you may see an additional declaration that requires you to acknowledge and take the relevant action. 

Please note that the error messages and resulting declarations will continue to be displayed on future submissions until the cause of the error is resolved.

If you're making the contribution by direct debit, you can change the collection date, if required, by clicking the ‘Change’ situated beside the collection date at the top of the page. 

Don’t forget that the Pension Regulator requires contributions to be received by Royal London by the 22nd of the month following the deduction of the contribution. 

You can now click the ‘make contribution’ button at the right-hand side of the page to submit your schedule. You must ensure this final step is completed to fully submit your contribution. 

Finally, you'll see confirmation that the schedule has gone through and when the contribution will be collected. 

When you click the ‘return to homepage’ link at the left-hand side of the page you’ll be taken back to your dashboard. You’ll see the next contribution due date, shown on the contribution box situated in the centre of the bottom of the page, has moved to the next month. This may take a few moments to refresh. 

Once your payment has been collected and applied, the last completed contribution information will be updated here.

Thank you for watching this video. If you have any queries about making contributions to your scheme, please speak to your Royal London servicing team.