Get your data ready
Implementation steps
Use our quick links to navigate through the implementation hub.
- Start your journey
- Getting the details right
- Get your data ready
- Learn the ropes
- Run your scheme
Our implementation managers are experts in what data we need from you to set up your scheme.
It’s really important that the data you send us is accurate and up to date, so that we can set up your workers on our system. We’ve materials to help you with this and remember, your implementation manager can answer any of your questions.
During this phase
Your implementation manager will:
- Set up an online meeting to explain what data we need from you
- Supply you with a data template and a data guide
- Check you can provide the data in the correct format
- Let you know if you need to make changes to the data.
You'll need to:
- Establish where you’ll get your data from and who you’ll work with to get your data ready
- Review the support materials below and join a call to understand what data we need from you
- Check that the data you send to us is accurate
- Give us at least one email address for your employees. This can be workplace or personal, depending on what you have available to you.
- Send us your final data.
Support materials for this stage
Get your data right first time with our support material. You'll find templates and guides for both 'Royal London full run' and 'payroll assessment' schemes.
Here's a reminder of the schemes you can use (opens in new window).
Data templates
It's really important that your data is accurate at this stage, so please take care when filling out the template.
Data guides
Worker data guide (Royal London full run)
A guide showing you how to get the data right for your scheme - if you've opted for a Full Run Scheme.
Worker data guide (Payroll assessment only)
Find out what data we need from you if your scheme is set up as Payroll assessment.
What's next?
We'll show you the ropes so you can learn how to run your scheme.