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Setting up Jarvis for your client

What you need and how to register an employer client on the Jarvis platform.

Written by Royden Greaves

To set up a Jarvis workplace pension for an employer client, you will need their Companies House number, registered address, PAYE reference, and the number of eligible employees.

Steps:

  1. Complete the Participation Agreement supplied by your Jarvis onboarding specialist.

  2. Configure contribution rates (employer % and employee %).

  3. Set the auto-enrolment staging or duties start date.

  4. Upload employee data via CSV or enrol manually.

Need help? Email [email protected]

Related: Managing multiple employer schemes | Is Jarvis relief at source or net pay?

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