Purpose
This guide provides step-by-step instructions for configuring Jarvis as a workplace pension provider in MoneySoft Payroll Manager, including scheme setup, credential retrieval, and employee enrolment.
Pre-Requisites
Before starting, ensure:
Previous provider submissions complete
All outstanding contributions submitted and processed
Previous provider account brought current
Jarvis employer credentials available
Employer ID (format: JRVEMPxxxxxx)
Group ID(s) (format: JRVSCHxxxxxx) for each worker category
Tax relief method confirmed
Determine if using Relief at Source or Salary Sacrifice
Note: Separate pension schemes required if using both methods
Retrieving Jarvis Credentials
Log into Jarvis employer portal: https://app.getjarvis.app/employer
Select your scheme from bottom left panel
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: Create or Edit Pension Scheme
Navigate to: Pensions menu
Create a new pension scheme or edit an existing one
Step 2: Configure Basic Scheme Details
Enter the following information:
Name: Jarvis (or "Jarvis Salary Sac" if creating separate scheme for salary sacrifice)
Provider Type: PAPDIS
Employer ID: Enter your Employer ID from Jarvis portal (JRVEMPxxxxxx)
Step 3: Configure Tax Relief Method
Select one of the following options:
Option A: Salary Sacrifice
Select 'Salary Sacrifice' if offering salary sacrifice with this schemeOption B: Relief at Source
Select 'Basic relief at Source'
Set 'Reduce by Basic Rate Tax' option to Yes
Note
Jarvis uses the Relief at Source method as standard—not Net Pay. This means contributions are deducted after tax, and Jarvis claims 20% basic rate tax relief from HMRC.
Step 4: Set Earnings Basis
Select your pensionable earnings definition:
% apply to all pensionable earnings: Select for Basic Pay or Total Pay definitions
% apply to banded qualifying earnings only: Select to use statutory minimum definition of pensionable earnings (all earnings between £6,240 and £50,270)
Step 5: Set Default Pension Rates
Enter your company's contribution rates in the default pension rates fields. Adjust if paying higher than statutory minimum rates.
Step 6: Complete Configuration
Leave all remaining fields blank and save your changes.
Tip
If you have employees on both Relief at Source and Salary Sacrifice, create two separate pension schemes (e.g., "Jarvis Standard" and "Jarvis Salary Sac").
Enrolling Employees
For each employee to be enrolled:
Navigate to: Employees menu
Select the employee
Go to the Auto Enrolment section
Select Jarvis from the Auto Enrolment Pension dropdown
Set the Assessment and Enrolment Type (e.g., Eligible Jobholder / Auto Enrolled)
Set the Date Joined (or enter a date to Defer/Postpone if required)
Click Set Contributions
Click OK to apply scheme defaults, or manually override if required
Click OK to save
Important: Transferring from Previous Scheme
If the employee is already enrolled in a different pension scheme:
First, add a Leave Date for the previous scheme
Click OK (ensure Date Joined field is blank)
Then follow steps 4-9 above to enrol in Jarvis
Post-Configuration Verification
Before processing your first live payroll, verify:
Pension scheme shows as 'Jarvis' with PAPDIS provider type
Employer ID matches Jarvis portal (JRVEMPxxxxxx)
Tax relief method configured correctly for your scheme
Earnings basis set appropriately
Contribution rates entered correctly
Employees enrolled successfully in correct pension scheme
Support
For configuration assistance:
Contact your Jarvis Relationship Manager
Email: [email protected]