Online service guides
This section provides user and data guides designed to support you in completing tasks efficiently through our online service.
If you have any queries or need further support, feel free to contact us.
Reminder:
There are two different systems that you could have chosen to manage your auto-enrolment scheme using our online service - full run and payroll assessment.
You'll have discussed with your implementation manger how you'd have liked this to have been set up.
Full run
With the full run system we'll be helping you manage your assessments, issuing statutory communications and keeping records.
Payroll assessment
With the payroll assessment system you manage your assessments, issuing statutory communications and keeping records within your organisation.
Using full run
The following links will open in new windows.
- User guide (PDF) - Everything you need to know to run your scheme using online service.
- Data standard guide (PDF) - Learn what information you need to provide and the best format to submit it.
Using payroll assessment
The following links will open in new windows.
- User guide (PDF) - Find out how to use our online service to manage your scheme.
- Data standard guide (PDF) - Learn what information you need to provide and the best format to submit it.
Contractual enrolment schemes
Contractural enrolment schemes are ones where all your employees are enrolled into the pension scheme as part of their contract of employment (regardless of their eligibility for automatic enrolment).
The following links will open in new windows.
- User guide (PDF) - Learn how to use online service to manage your scheme.
- Data standard guide (PDF) - Learn what information you need to provide and the best format to submit it.
Data templates
We’ve created these data templates to make it easier for you to upload the information needed to complete your tasks on the automatic enrolment dashboard.
Using full run
The following links will open in new windows.
- New worker data template (CSV) - This template is used to add new workers to your pension scheme.
- Assessment data template (CSV) - Can be used to assess whether your workers are eligible to join your pension scheme.
- Contribution data template (CSV) - Use this template to upload your scheme's contributions each month.
- Leaver data template (CSV) - This template is used to tell us when a worker either leaves your employment, opts out or stops contributing to your scheme.
- Updating workers data template (CSV) - Use this template to update workers details, for example their annual salary or address.
Using payroll assessment
The following links will open in new windows.
- New worker data template (CSV) - Use this template to add new workers to your pension scheme.
- Contribution data template (CSV) - Can be used to upload your scheme's contributions each month.
- Leaver data template (CSV) - This template is used to tell us when a worker either leaves your employment, opts out or stops contributing to your scheme.
- Updating workers data template (CSV) - Use this template to update workers details, for example their annual salary or address.