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 the Jarvis workplace platform using your credentials.
Navigate to the "Enrol Members" section in the main menu.
2. Upload a PAPDIS File (Recommended)
A PAPDIS file is a CSV file that contains key details about new employees, such as:
Names
National Insurance numbers
Start dates
How to Obtain a PAPDIS File:
Most payroll software includes an option to export a PAPDIS file. Refer to your payroll software's documentation for instructions.
Download sample file
How to Upload:
Once you’ve prepared the PAPDIS file, upload it to the Jarvis platform. This method is the most efficient way to enrol new employees
3. Manual Enrolment (If Necessary)
If you cannot generate a PAPDIS file, you can enrol employees manually:
Select the "Manually Enrol" option.
Enter the required employee details directly into the portal.
What Happens After Enrolment?
Account Setup:
The new employee will receive a link to sign up for their Jarvis account.
Welcome Email:
Within 48 hours of account creation, the employee will receive a welcome email containing information about their workplace pension.
Opting Out of the Pension Scheme
Opt-Out Period:
New members have one month from the date they receive the welcome email to decide if they want to opt out of the scheme.
Refund Process:
No contributions will be collected during the opt-out period. This ensures a smooth refund process for both the employer and the employee.