Submitting the right contributions for your workers

9 January 2019
We've made more improvements to how you submit your contributions online.

What's changed?

We've made it easier for you to correct workers contributions if they aren't what we expected.

When you submit your schedule, we match up the NI numbers on the dashboard so we can apply the money to the correct workers. If a worker isn’t found on the dashboard, you can review and correct this in the Review Schedule screen. Here you can add new workers, match contributions to an existing worker and edit details such as their NI number if we’ve identified them as a potential match. 

Simply select the Add worker link or the Choose an action link and select one of the three options from the drop down menu:

Add worker

This option will only appear if we can’t find a potential match. This adds the worker to the dashboard and matches the contribution to them. If you don’t add a worker, the contribution may not be applied correctly.

Update dashboard

This option updates the NI number in the dashboard to match the NI number on the schedule. The schedule will be updated when you submit it.

Before choosing this option, you should click on the ellipses for more information to help you match the contribution to the correct worker. It’s important to always review this before matching any contributions, so you don’t match it to the wrong worker.

Update schedule

This option updates the NI number on the schedule to match the NI number on the dashboard. The schedule will be updated when you submit it.

Before choosing this option, you should click on the ellipses for more information to help you match the contribution to the correct worker. It’s important to always review this before matching any contributions, so you don’t match it to the wrong worker.

Ignore match

If we’ve suggested a match that you don’t agree with, you can select this option to ignore the match. You’ll then be able to add a different worker to the dashboard. If you choose to ignore the match and don’t add a worker, your contribution may not be applied correctly.

What happens if I don’t choose any of these options?

If you don’t choose any of these options, you’ll see an error message. You can then go back and choose the correct option, or ignore the match. If you ignore the match and don’t add a worker, your contribution may not be applied correctly.

You can also change salary exchange contributions on the Contributions review screen. If the worker doesn’t use salary exchange, you can to remove it here, and this will be saved in the schedule when you submit the contribution. If you re-use the same schedule the following month, it’ll be updated to reflect this change. 

There’s two ways to switch off salary exchange, depending on the type of worker.

  1. If they’re an existing planholder, select switch off salary exchange under the actions in the Contributions review screen:



  2. If they’re a new planholder and this is the first time contributions have been submitted for them, select Edit worker in the actions section to switch off salary exchange:



Can I still submit contributions without making any changes?

Yes - you can continue to submit your contributions in the same way and you’ll still be able to do this without changing any worker or contribution details.

Can I only make changes to worker details when I’m making contributions?

No - we recommend you update any worker details before you submit your contribution. You can do this on the Edit worker screen in the Workforce section of your dashboard.

This will help make sure your scheme records are up to date and that we can apply contributions correctly for your workers. However, if you need to make an update while you’re submitting a contribution, these new changes will make it easier for you.

Any questions?

If you have any questions about these changes, please contact your dedicated Customer Service team. We have more improvements planned and we'll tell you more about them before they're introduced.

Last updated: 01 Apr 2019

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.