How do I set up Jarvis in BrightPay?
Before you start, have your Jarvis Employer ID (JRVEMPxxxxxx), your contribution rates (employer % and employee %) and your staging or duties date to hand.
Set up the scheme
Go to Payroll › Pension › Add Pension Scheme and choose Custom provider. Enter your Jarvis details and set tax relief to Relief at Source.
Important
Jarvis is Relief at Source, not Net Pay. Check this is correct in your payroll settings.
Build your contribution file
As BrightPay does not offer a generic PAPDIS export format, the custom report functionality can be used to create a CSV Export that can be handled by the Jarvis system.
In order to ensure compatibility, it is important to follow the instruction below exactly:
First, configure Jarvis as a custom pension scheme, ensuring that the name for the scheme is exactly "Jarvis Pension"
Build a CSV Report selecting the following columns, in this order:
National Insurance Number
Payroll ID
Email address
Title
Name
Surname
Gender
Date of birth
Address line 1
Address line 2
Address line 3
Address line 4
Postcode
Country
Start date
Leave date
AE enrolment date
AE opt-out date
AE cessation date
Pay date
Jarvis Pension - Qualifying Earnings
Jarvis Pension - Employee Contribution
Jarvis Pension - Employer Contribution
Test the CSV export and confirm that:
The final 3 columns are named exactly as above (they depend on the name configured for the pension scheme)
Any employees who are enrolled in other pension schemes are either not included in the file, or where they are included, the final 3 columns have zero value. In short, these columns should contain only the qualifying earnings and contribution amounts for employees enrolled in the Jarvis Pension, not any other pension scheme.
Submit to Jarvis
Export the file from Payroll › Pension Filing › Export CSV, then upload it to the Jarvis employer portal under Submit Contributions.
Need help? Email [email protected]