Changing scheme member details

​​​In this video, we'll look at managing your workforce.

We'll cover updating worker details and opting workers out. See our video on leavers to find out how to tell us about leavers.

Click the 'View Workforce' tile on the right-hand side of the Dashboard, or 'Workforce' on the top menu to start. Here, you can view your entire workforce. You can use the boxes at the top to filter your workers.

You can update workers from the 'workforce' screen. Do this by importing a file or editing their details individually. To import a file, click the 'Update Workers' button at the top of the 'workforce' page.

You'll then see the 'import file' screen. The process for importing a file is the same throughout our system. Watch our video on adding workers for more information. Click the 'Browse' button at the top of the page to select your file. Here's the CSV file. Click the 'import file' button on the screen to upload your file. The file has been successfully imported, so click the continue button at the bottom right-hand side of the page to proceed.

You can import a file containing all your workers and we'll identify the ones whose records have changed, or you can just include those worker records that have been updated.

You can update the following worker details by importing a file: full name, postal address, workplace email address, personal email address, and annual salary. This is the 'review changes' screen. At the top of the page, we'll show you if there are any updates that can't be made.

You should take a note of these and use the 'Contact Us' section of your dashboard to let your servicing team know about the changes you want to make. You can click the tabs to view the workers affected. At the bottom of the page, we'll confirm the updates that will be made.

When you're happy that these are correct, click the 'save updates' button at the bottom right-hand corner of the page to save the changes to the worker's records. You'll then see confirmation that the updates will be made. Click 'return to workforce' at the bottom right-hand side of the page to return to the workforce screen.

Let's take a look at 'Edit Worker details'. Please note that workers who have received a plan can only be updated using the 'import file' option. There are three pages. Use the 'Continue' button at the right-hand side of each page to navigate through them. Click 'Save and Close' at the right-hand side of the last page to save your changes.

You can make other changes to workers from the 'Workforce' screen. Click the worker's name in the left-hand column to see what options are available for that individual worker. In this case, we can opt this worker out or mark them as a leaver.

This worker has decided to opt out of the pension scheme. They sent an opt out request to you, as their employer, you need to tell us about this. Click 'Opt Worker Out' from the pop-up menu to enter their details. Here, you can see the opt out declaration. Enter their opt out date. This must be within the worker's opt out window.

Click the check box below this text to confirm you agree with the statements. Click 'opt out' at the right-hand side of the page to opt the worker out. This shows that the opt out request has been received. It shows the date they will be opted out. If a contribution had been already made for the worker, we'll arrange to refund this to the account it came from.

If a contribution had yet to be sent for them, we'd no longer expect this contribution to be made. Contributions should be returned to them if it has already been deducted through payroll. Click 'return to workforce' at the bottom right-hand side of the page to finish.

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