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Configuring Jarvis workplace pensions in Octopaye

Updated today

Purpose

This guide provides step-by-step instructions for configuring Jarvis as a workplace pension provider in Octopaye, including credential retrieval, worker group setup, and PAPDIS file generation.

Pre-Requisites

Before starting, ensure:

  1. Previous provider submissions complete

    • All outstanding contributions submitted and processed

    • Previous provider account brought current

  2. Jarvis employer credentials available

  3. Octopaye transition confirmed

    • Octopaye support has transitioned workers to Jarvis on backend

    • Confirmation received before proceeding with configuration

Retrieving Jarvis Credentials

  1. Log into Jarvis employer portal: https://app.getjarvis.app/employer

  2. Select your scheme from bottom left panel

  3. Copy credentials exactly as displayed:

    • Employer ID: JRVEMPxxxxxx (e.g., JRVEMP123456)

    • Group ID(s): JRVSCHxxxxxx for each worker category (e.g., JRVSCH123456)

CRITICAL

Credentials are case-sensitive. Copy exactly as shown—do not retype manually.

Configuration Steps

Step 1: Set Jarvis as Pension Provider

  1. Navigate to: Admin → Company Settings → Company Profile → Defaults

  2. Click Edit

  3. Change pension company to 'Jarvis'

  4. Save changes

Step 2: Enter Employer ID

  1. Navigate to: Admin → Company Settings → Company Profile → Defaults

  2. Click Edit

  3. Enter Employer ID (JRVEMPxxxxxx) into 'Pension Employer Reference' field

  4. Save changes

Step 3: Configure Worker Groups

  1. Navigate to: Admin → Company Settings → Third Party Integration → Jarvis Pension

Understanding Groups

Groups represent different worker categories in your organisation (e.g., full-time staff, contractors, directors). Each group has a unique Group ID from Jarvis.

Adding Groups

For each worker category:

  1. Click the edit icon

  2. Enter group name into 'Add Group' field

  3. Save/confirm entry

  4. Repeat for all remaining groups

Verification: All your worker groups should be listed once complete.

Step 4: Configure Tax Relief Method

  1. Navigate to: Pension → Jarvis → Settings

  2. Set pension tax relief scheme to 'Relief at source'

  3. Save changes

Note

Relief at Source is Jarvis' standard tax relief method. Employee contributions are deducted post-tax, and Jarvis claims 20% basic rate tax relief from HMRC.

Step 5: Generate First PAPDIS File

  1. Complete your next payroll run as normal

  2. Octopaye automatically generates Jarvis submission file (PAPDIS format)

  3. Verify file generation in pension submission area

First Submission: Your first PAPDIS file will be generated automatically during the next payroll cycle. No manual intervention required.

Post-Configuration Verification

Before processing first live payroll, verify:

  1. Pension company shows as 'Jarvis' in Company Defaults

  2. Employer ID matches Jarvis portal (JRVEMPxxxxxx)

  3. All worker groups configured and listed

  4. Tax relief set to 'Relief at source'

  5. Test payroll run generates PAPDIS file successfully

Support

For configuration assistance:

Related Articles
Configuring Jarvis workplace pensions in Xero Payroll
Finity Pension Export (PAPDIS)
Pension Migration (NEST to Jarvis)
Configuring Jarvis workplace pensions in MoneySoft Payroll Manager
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