Our online dashboard videos

We've created a suite of short videos to help you run your scheme and keep you up to date with your tasks.

We'll be adding more videos to this list so keep an eye out for updates to this page. In the meantime you can view our older videos at the bottom of the page.

Full run schemes:

Within this video we’ll show you how to add a new workers to your scheme. 

New workers need to receive their communications within six weeks of them joining the company, so it’s important you add new workers to your scheme on a frequent basis. Depending on how frequently you have new workers, you may want to repeat this process a couple of times a month. To start the process of adding a new worker, click on the ‘Add workers’ button. 

Before you add any new worker details, you’ll need to read the pop-up message that appears on the screen confirming that any workers joining the scheme are doing so in line with our requirements and the eligible criteria. As the employer or administrator for the scheme, it’s your responsibility to tell us if any of these details are wrong.  

When you’re adding new workers, it’s important you complete all the details as best you can, including their full names, date of birth and National Insurance number. If you don’t have all these details to hand, you can add this in once the plan is live by editing the worker’s details. It’s important you provide these details as it can affect how contributions are applied to the plan and pension projection calculations. It’s important to tell you this, as failure to provide this information can result in us cancelling the plan and making the plan paid up. 

This is the ‘Add worker home screen. You have the option to add your new workers individually or if you have multiple new workers joining, you can do this via a CSV file. We’ll show you how to do this both ways starting with how to add them individually first. When you’re completing their personal details, it’s important you tell us both their forename and surname and you need to add full names, it can’t be just their initials. 

It’s important you tell us the National Insurance number for each new worker joining your scheme, as we need this before we can claim tax relief on their contributions. If you don’t have their National Insurance number leave the field blank. You’ll then need to add this into their details as soon as you can. There’s more details about how to do this in our other videos. 

If your worker doesn’t currently have a National Insurance number, for example, because they recently moved to the UK, you can indicate this and then provide the reason why they don’t have one. This would be the exception. To claim tax relief on the contributions we need to capture the workers’ status. In nearly all cases we’d expect this to be ‘employed’ but if self-employed earnings or pension income was an individual’s primary source of income this can be captured in the drop-down menu that lists all nine statuses included in the regulations. 

Once you’ve added the new worker details, click on ‘Save and close’. 

Before you can complete adding your new workers, you need to confirm that all the information is correct. Click ‘Yes’ to continue. If you need to change any of the details you’ve entered, you can click ‘No’. Once you’ve done this, you’ll see a summary of the workers you’ve just added and if there’s any missing details. You’ll also be able to see details of those workers you’ve recently added. If you need to add more new workers, you can click on the ‘Add worker’ tab at the top and repeat the process. 

That’s the end of how to add workers to the scheme individually. We’ll now show you how to add workers to your scheme via a CSV file. Before you can add new workers in this way, you’ll need to prepare your CSV file and save this somewhere where you can easily access it from. When you’re ready to add new workers in this way, click ‘Import file. 

You now need to import your saved file by clicking on ‘Browse’ and then select the template required. When you import a CSV file for the first time you will have to create a template to add new workers and map your fields correctly. If you don’t have a template, you can create a new one by selecting the ‘Create new template box. 

Some fields may be mapped automatically for example their name and date of birth, but you’ll need to map the rest. It’s important you all the mandatory information. To map, select the details from the drop-down list.  

Once you’ve mapped all your fields, click ‘Create template to import the file. The file has been imported, if there’s an error message a link to the error file will be provided. To find out what the error is, click the link in the message error 

This time the file upload is successful. Click ‘Continue to continue to the next stage. This is the check details screen and summarises the information you’ve just imported. You can check that all the workers have been imported correctly. When ready, select ‘Continue’.

This is the assessment results screen and gives a summary of the new workers. It shows the number of workers who are ready to be assessed and those in postponement. 

Before you can complete adding your new workers, you need to confirm that all information is correct. Click ‘Yes’ to continue. If you need to change any of the details you’ve entered, you can click ‘No’. Then click Return to home page.’ 

Now that all workers have been added, click ‘Home’ to return to the scheme dashboard page. Tasks will automatically be created for any outstanding activities, such as workers with missing National Insurance numbers. You can see a summary of your tasks on the dashboard and you can access the detail by clicking on the tab.  

Thank you for watching this video. If you have any queries about adding new entrants to your scheme, please speak to your Royal London servicing team.

Payroll assess schemes:

Within this video we’ll show you how to add new workers to your scheme. 

New workers need to receive their communications within six weeks of their enrolment date, so it’s important you add new workers to your scheme on a frequent basis. Depending on how frequently you have new workers, you may want to repeat this process a couple of times a month. To start the process of adding a new worker, click on the ‘Add workers’ button. 

Before you add any new worker details, you’ll need to read the pop-up message that appears on the screen confirming that any new workers joining the scheme are doing so in line with our requirements and the eligible criteria. As the employer or administrator for the scheme, it’s your responsibility to tell us if any of these details are wrong. When you’re adding new workers, it’s important you complete all the details as best you can, including their full names, date of birth and National Insurance number. If you don’t have all these details to hand, you can add this in once the plan is live by editing the worker’s details. It’s important you provide these details as it can affect how contributions are applied to the plan and pension projection calculations. It’s important to tell you this, as failure to provide this information can result in us cancelling the plan and making the plan paid up. 

This is the ‘Add worker home screen. You have the option to add your new workers individually or if you’ve multiple new workers joining, you can do this via a CSV file. We’ll show you how to do this both ways starting with how to add them individually first. 

When you’re completing their personal details, it’s important you tell us both their forename and surname and you need to add full names, it can’t be just their initials. 

It’s important you tell us the National Insurance number for each new worker joining your scheme, as we need this before we can claim tax relief on their contributions. If you don’t have their National Insurance number leave the field blank. You’ll then need to add this into their details as soon as you can. There’s more details about how to do this in our other videos. If your worker doesn’t currently have a National Insurance number, for example, because they recently moved to the UK, you can indicate this and then provide the reason why they don’t have one. We would expect this to be the exception. To claim tax relief on the contributions we need to capture the workers’ status. In nearly all cases we’d expect this to be ‘employed’ but if self-employed earnings or pension income was an individual’s primary source of income this can be captured in the drop-down menu that lists all nine statuses included in the regulations. 

Once you’ve added the new worker details, click on ‘Save and close. 

Before you can complete adding your new workers, you need to confirm that all the information is correct. Click ‘Yes’ to continue. If you need to change any of the details you’ve entered, you can click ‘No. 

Once you’ve done this, you’ll see a summary of the workers you’ve just added and if there’s any missing details. You’ll also be able to see details of those workers you’ve recently added. If you need to add more new workers, you can click on the ‘Add worker’ tab at the top and repeat the process. That’s the end of how to add workers to the scheme individually. We’ll now show you how to add workers to your scheme via CSV file. 

Before you can add new workers in this way, you’ll need to prepare your CSV file and save this somewhere where you can easily access it from. When you’re ready to add new workers in this way, click ‘Import file. 

You need to import your saved file by clicking on ‘Browse’ and then select the template required. When you import a CSV file for the first time you will have to create a template to add new workers and map your fields correctly. If you don’t have a template, you can create a new one by selecting the ‘Create new template box. 

Some fields may be mapped automatically for example their name and date of birth, but you’ll need to map the rest. It’s important you map all the mandatory information. To map, select the details from the drop-down list. 

Once you’ve mapped all your fields, click ‘Create template’ to import the file. 

The file has been imported, if there’s an error message a link to the error file will be provided. To find out what the error is, click the link in the message error. 

This time the file upload is successful. Click Continue to continue to the next stage. 

This is the check details screen and summarises the information you’ve just imported. You can check that all the workers have been imported correctly. When ready, select ‘Continue’. 

This is the results screen and gives a summary of the workers being enrolled. It shows the number of workers ready to be assessed and those in postponement. 

Before you can complete adding your new workers, you need to confirm that all information is correct. Click ‘Yes’ to continue. If you need to change any of the details you’ve entered, you can click ‘No’. Then click ‘Return to homepage’

More online dashboard videos

Whilst we are working on the new videos, you can still access our older videos and our user guide.