Before You Start
Ensure you have:
Jarvis configured in MoneySoft
Pension scheme set up with Provider Type 'PAPDIS'
Employer ID (JRVEMPxxxxxx) entered correctly
Tax relief method configured (Relief at Source or Salary Sacrifice)
See the "Configuring Jarvis in MoneySoft Payroll Manager" guide for setup instructions
Completed payroll for the period
All payroll runs for the period must be finalised
All corrections and adjustments processed
Pay run has been completed and closed
Access to Jarvis employer portal
Portal URL: https://app.getjarvis.app/employer
Login credentials ready for file upload
Understanding PAPDIS Files in MoneySoft
MoneySoft generates a single PAPDIS file that includes:
New enrolments (workers joining the pension scheme)
Contribution data for all enrolled workers
Worker group information
Note: There is no separate enrolment report. Any individuals not yet enrolled will be auto-enrolled and any declared contributions included in the total.
Generating PAPDIS Files
Step 1: Complete Your Payroll Run
Process payroll as normal for the chosen period
Review and verify all pension calculations
Apply any necessary corrections before finalising
Finalise the pay run in MoneySoft
Step 2: Generate Upload Files
Navigate to: Pensions menu
Select 'Generate Upload Files'
Choose the Jarvis Pension scheme from the list
Important: If you have both Relief at Source and Salary Sacrifice schemes configured (e.g., 'Jarvis Standard' and 'Jarvis Salary Sac'), you will need to generate a separate file for each scheme.
Step 3: Preview and Download
MoneySoft will display a preview of the PAPDIS file
Review the preview to verify:
Number of workers included
Contribution amounts
Period dates
Click 'Download' or 'Export' to save the CSV file
Save the file to a secure location on your computer
Tip: Use a clear naming convention, such as: Jarvis_MoneySoft_Period06_2026.csv
Step 4: Upload to Jarvis Employer Portal
Log into the Jarvis employer portal: https://app.getjarvis.app/employer
Navigate to the 'Submit Contributions' section
Choose the downloaded CSV file from your computer
Drag and drop a contribution file or browse for a file
Wait for confirmation of successful upload
Verification: Check the upload summary to ensure all workers and contributions have been processed correctly.
Handling Multiple Schemes
If you have configured separate pension schemes for Relief at Source and Salary Sacrifice:
Generate the file for 'Jarvis Standard' (Relief at Source)
Download and save this file
Upload to Jarvis portal
Return to MoneySoft and generate the file for 'Jarvis Salary Sac'
Download and save this file
Upload to Jarvis portal
Important: Ensure you upload both files for the same payroll period before moving to the next period.
Best Practices
Submission Timing
Generate and upload PAPDIS files immediately after finalising each pay run
Submit contributions within 5 working days of pay date (recommended)
Maintain a consistent submission schedule aligned with your payroll cycle
File Management
Save each PAPDIS export with a clear naming convention
Store files in a dedicated folder for audit purposes
Keep records for at least 6 years (HMRC requirement)
Never modify files after export from MoneySoft
Quality Checks
Review the preview before downloading
Verify worker counts match your expectations
Check that contribution amounts appear reasonable
Ensure period dates are correct
New Enrolments
MoneySoft automatically includes new enrolments in the PAPDIS file
No need to generate separate enrolment reports
Workers will be auto-enrolled when the file is uploaded to Jarvis
Verify new starters appear in the file preview
Troubleshooting
Common Issues
Cannot Find 'Generate Upload Files' Option
Ensure the payroll run has been finalised
Check that you're in the correct Pensions menu
Verify the Jarvis pension scheme is properly configured
Contact MoneySoft support if the option is missing
File Preview Shows Zero Workers
Verify that workers are enrolled in the Jarvis pension scheme
Check that pension contributions were calculated during the payroll run
Ensure workers meet auto-enrolment criteria (if applicable)
Review employee records for correct pension scheme assignment
Upload Rejected by Jarvis
Ensure the PAPDIS file hasn't been manually modified
Check that the file format is CSV (not Excel or other formats)
Verify that Employer ID in the file matches your Jarvis portal
Confirm worker groups match between MoneySoft and Jarvis
Contribution Amounts Incorrect
Review contribution rate settings in MoneySoft
Check that qualifying earnings are calculated correctly
Verify Relief at Source settings ('Reduce by Basic Rate Tax' should be set to Yes)
Ensure Salary Sacrifice is configured properly (if applicable)
Regenerate the file after making corrections
Missing Workers from Export
Check that workers are enrolled in the Jarvis pension scheme
Verify that workers had pensionable earnings in the period
Ensure worker group assignments are correct
Review auto-enrolment settings for any exclusions
Multiple Scheme Confusion
Generate and upload files for each scheme separately
Keep track of which file corresponds to which scheme
Use clear naming conventions to differentiate files
Verify all schemes are submitted for each payroll period
File Format Notes
What MoneySoft includes in PAPDIS files:
Worker identification (National Insurance numbers, names)
Pensionable earnings for the period
Employer contribution amounts
Employee contribution amounts
Worker group assignments
New enrolment flags (for workers joining the scheme)
Important: MoneySoft uses the standard PAPDIS format, which Jarvis accepts automatically. Do not attempt to modify or reformat the file.
Submission Frequency Guidelines
Payroll Frequency | Recommended Upload Schedule |
Weekly | Upload within 3-5 working days after pay date |
Fortnightly | Upload within 5 working days after pay date |
Four-weekly | Upload within 5 working days after pay date |
Monthly | Upload within 7 working days after pay date |
Need Help?
For assistance with PAPDIS exports or file uploads:
MoneySoft Support Team: For platform-related queries
Your Jarvis Relationship Manager: For submission issues
Email: [email protected]