When a new employee joins your company, it's important to ensure they are correctly enrolled in the workplace pension scheme. This article will guide you through the process of enrolling new members using Jarvis.
Enrolling New Members
Access the Enrolment Menu
Log in to your Jarvis workplace platform.
Navigate to the "Enrol members" section on the main menu.
Upload a PAPDIS File (Recommended)
What is a PAPDIS file? A PAPDIS file is a CSV file containing information about your new employees, such as their names, National Insurance numbers, and start dates.
How to obtain a PAPDIS file: Most payroll software allows you to export PAPDIS files. Check your payroll software's documentation for instructions.
Upload the file: Once you have a PAPDIS file, upload it to the Jarvis platform. This is the most efficient way to enrol new members.
Manual Enrolment (If Necessary)
If you cannot obtain a PAPDIS file, you can manually enrol new members.
Click on the "Manually enrol" option.
Enter the required information about the new employee.
What Happens After Enrolment?
Employee receives a link: The new employee will receive a link to sign up for their Jarvis account.
Welcome email: Within 48 hours of signing up, the employee will receive a welcome email with more information about their workplace pension.
Opting Out
Opt-out period: New members have one month from the date they receive the welcome email to decide whether they want to opt out of the workplace pension scheme.
Refunds: We won't accept contributions for members during their opt-out period. This streamlines the refund process for employers, making it quicker and easier to manage.
Sample PAPDIS file: You can download a sample PAPDIS file from the Jarvis portal.