Yearly review guide

What you'll need

• Log on details for the Royal London Online Service & Auto Enrolment Dashboard.
• Details of any amendments you have to make in a CSV file. You don’t need to include details of workers who have no changes.

1. Log on: https://employer.royallondon.com/secure/int/onlineservice/employer
   
   
   
2. From the dashboard: Select workforce
   
   
   
   
3. From the Workforce tab: Select Update Workers
   
   
   
   
4. Update your data using a CSV file
   You only need to have the data for the workers you need to update, not your entire workforce. The information you need is:

   Mandatory fields
   • Title 
   • First name
   • Last name
   • National Insurance number
   
   Optional fields (we only need this if there are changes to be made)
   • Address line 1
   • Address line 2
   • Address line 3
   • Postcode
   • Annual salary

5. Upload your CSV file
   • Click on Browse… to find your file
   • If you already have a template set up, you can choose the one you wish to update
   • Click import file 
   
   
   

   What’s a template?

   A template allows you to keep workers in groups, for example head office and another location. This makes it easier to manage bigger schemes. When you make updates to your templates only data that has changed will update, all other data will remain the same. You can select the check box circled below to create a new template.

   You'll see this option if you already have templates set up.

   

6. Name your template
   You should name your template something that will be understandable later.
   This option is only visible when you are creating a new template.
   
   
7. Confirm your headings for your template
   The headings from your CSV file will pull through, and will automatically match to the most relevant field.
   
   
   
   In this section, you can ensure the headings are pointing to the correct field. You'll need to do this for all mandatory fields.
   
   
   
   

   Map all the mandatory fields then click Create Template at the bottom of the screen to start importing the file. 
   
   
   

8. Review your updates
   • Where you already have a template set up, you'll now see this screen. It shows what amendments have been made since the last update and advises you what you need to do.
   • Click on save updates to confirm changes.
   
   

1. Log on: https://employer.royallondon.com/secure/int/onlineservice/employer
2. Select: Online Service from the top right hand tab of the dashboard. If you don’t see this screen, skip to step 3.
   
   
   
   
3. Select: Scheme information on the right hand side
   
   
4. Select: Online Services as shown below.

   

5. Select: Yearly Review Changes to begin
   
   

6. Select: 
   • On the left hand side menu, select Yearly Review Changes.
   • Select Confirm all changes complete.
   • Click Continue.

   

What you’ll need
Log on details for the Royal London Online Service & Auto Enrolment Dashboard.

1. Log on: https://employer.royallondon.com/secure/int/onlineservice/employer
   
   
   
   
2. Select: Online Service from the top right hand tab of the dashboard.
   If you don’t see this screen, skip to step 3.
   
   
   
3. Select: Scheme information on the right hand side.
   
   
   
   
4. Select: Online Services as shown below.
   
   
   
   
5. Select: Yearly Review Changes to begin.
   
   
   
   
6. Select: On the left hand side menu, select Yearly Review Changes.
   
   
   
   
7. Select:
   
   A. Select Confirm no changes required.
   B. Click Continue to complete this task.
   
   

What's next?

Once you’ve confirmed all of your changes, and we’ve received your final payment for that review period, the yearly statements for your employees will be produced and sent directly to them. We’ll also produce an employer summary and send this to you for information.