Communication and engagement
Yearly review guide
What you can do
For employers with contractual enrolment schemes
For employers not using online service
For employers using online service to assess workers
Here you'll find help and support for using our online service for auto enrolment to manage all of your employer duties.
Help and support materials
Quick start guide
- this short guide will get you started.
- understand the data we need and ensure it is accurate.
Data validation tool
- Use this tool in conjunction with our data guide to check that your data is in the right format.
- download our comprehensive guide to using the system, or use the links below to select the information you need.
Get help with a specific area
Takes you through importing data via a CSV file. You need to provide us with data to add workers, tell us about leavers, assess workers and make a contribution.
Takes you through the two ways to add workers - importing a CSV file (our recommended method) or manually entering the data.
Manage your workforce
How to edit worker details, opt workers in and out and view communications that have been generated for your workers.
How to tell us about workers who have left your employment, decided to stop making pension contributions or died.
Find out how you can use our online service to regularly assess your workers to identify those who must be auto enrolled into the pension scheme.
How to export data from our system to update your payroll.
Takes you through how to use our online service for auto enrolment to make a contribution to your scheme.
Tasks and settings
We'll remind you about the tasks you need to complete to meet your auto enrolment duties. Find out how to set up reminders and mark the tasks as done.