Updating contribution rates

In this video we’ll look at how to update contribution percentage rates for your employees in the dashboard.  

We’ll show you how to do this by either importing a file or updating them individually.  

If your employees’ plans are set up to expect fixed contribution amounts, you’ll need to let us know about the changes you want to make. Use the Contact us page at the top right of your dashboard to do this.   

In the dashboard, click either the ‘View Workforce’ tile on the right of the page, or ‘Workforce’ displayed on the top menu to start. 

Here, you’ll see all the employees currently added to your dashboard. 

You can use the filter boxes at the top to find individual employees. You can also view your employees plan number and National Insurance number by selecting the options at the top left of the table.  

We’ll start by showing you how to update your employees’ contributions rates by importing a file. 

To import a file, click the ‘Update Contribution Rates’ button at the top of the ‘Workforce’ page. 

You’ll then see the ‘Import file’ page. The process for importing a file is the same throughout our system.  

Before you proceed, you might find our video on adding employees helpful.  

Click the ‘Browse’ button at the top of the page to select your file.

Then once you’ve chosen your file, click the ‘Import file’ button on the page to upload it. 

For more information on creating your own CSV file, visit our Help Centre page Updating contributions.

The file has been successfully imported. 

Click the ‘Continue’ button at the bottom right of the page to proceed. 

You can upload a file containing all your employees, and we’ll identify the ones that need any updates. Alternatively, you can include only the employee records that need to be updated. 

This is the ‘Review changes’ page. 

At the top of the page, we’ll show you any rate updates that can’t be made. 

You can click the tabs to view the employees affected. 

If an employee can’t be found in your workforce, please check the details you have provided are correct. If needed, click the ‘Back’ button and upload a new file. 

If an employee has no plan number, you’ll need to select the employee individually from the ‘Workforce’ page and update their rates manually using the ‘Edit Details’ option. 

We’ll also highlight any employees with fixed contributions. Please make a note of these employees and let us know about any changes you’d like to make using the ‘Contact us’ page. 

Finally, employees marked as left employment on your dashboard can’t be updated.  

At the bottom of the page, we’ll confirm the updates that will be made. When you’re happy these are correct, click the ‘Save changes’ button at the bottom right of the page to save the changes. 

A pop-up message will ask you to confirm that the information provided is correct and that you’re happy to proceed. Click ‘Yes’ to process the change and ‘No’ if you’d like to return to the ‘Review changes’ page.

You’ll now see confirmation that the updates will be made. Click ‘Return to workforce’ at the bottom of the page to return to the workforce page. 

The changes will take effect from your employees’ next contribution. They’ll also receive documents confirming the updates and a new plan certificate, 

Let’s now look at updating employee contribution rates individually. 

You can update the contribution rates of individual employees with a plan number by selecting the employee’s name in the left column. These employees can be identified by the plan number shown beside their name on the ‘Workforce’ page. 

If they don’t have a plan number, contribution rates can still be updated using the ‘edit Details’ option.   

This employee has a plan number so click ‘Update contribution rates’ to start.  

This will open a pop-out window showing the workers current contribution rates and input fields for new contribution rates.

You can update both the employee and employer rates at the same time, or just one if needed. Click ‘Update’ in the bottom right of the pop-out to save the changes.

A pop-up message will ask you to confirm that the information you’ve provided is correct and that you’re happy to proceed. Click ‘Yes’ to process the change and ‘No’ if you’d like to return to the pop-out. 

You’ll see confirmation that the updates will be made. Click ‘Return to workforce’ at the bottom right of the page to return to the workforce page. 

The updated contribution rates will be confirmed in the employee’s welcome pack when they receive their plan number.  

Thank you for watching this video. If you have any questions about managing your scheme using the dashboard, contact your Royal London servicing team.