Showing you the ropes

We don’t believe that reading a manual is the best way to learn how to run your scheme. Instead, in a series of one-to-one training sessions your implementation manager will show you how to use our award-winning online service to complete your processes.

During this phase

Your implementation manager will:  

  • Arrange your access to our online service
  • Provide training and support on how to run your scheme online
  • Give you a pre-filled Scheme Certificate (if appropriate)
  • Help you with cyclical re-enrolment (if appropriate)

You’ll need to: 

  • Join a series of one-to-one training sessions and watch our demo videos
  • Start running your scheme online after your training
  • Print, sign and store your Scheme Certificate within a month of your new scheme’s start date (if appropriate)
  • Review the support materials below

Support materials for this stage

Once you’ve registered your details, visit our employer website to access our online service.  

Online service hints and tips - You can keep our online service hints and tips document handy
to help you along the way.

You may find when you’re running your scheme you need to upload data on your workers. Your implementation manager will explain how you’ll do this, and we’ve prepared data templates to help.

What data do I need to supply?Template 
New worker data Download template
Assessment data Download template
Contribution data Download template
Leaver data Download template
Updating workers Download template

Online system videos

We’ve created demo videos which bring our system to life. But don’t worry, we’ll provide one-to-one training, so you’re fully up to speed on what you need to do.

What's next?

Next, we’ll make sure you’re comfortable running your scheme.
Go to stage 5