Employer Support
Help articles for employers using Jarvis workplace platform
By Rachel and 1 other2 authors111 articles
Getting Started
Everything you need to get your workplace pension live with Jarvis.
- Getting Started with JarvisFrequently asked questions for new employers
- Before you startWhat to have ready before you log in
- How do I get started?Four steps to get your pension scheme live
- Using Jarvis day to dayEverything you need to run your workplace pension, payroll after payroll
- What’s on my dashboard?What each part shows you
- What’s my monthly cycle?The recurring steps after setup
- Quick referenceKey numbers, deadlines, and contacts in one place
- How can I view all of the members in my scheme?Navigating the employer portal
- How can employers set up and make pension contributions to Jarvis?A step by step guide for employers on setting up pension contributions in Jarvis and submitting them each pay period.
Enrol Members
Adding employees to your pension scheme and what happens next.
- Re-enrolling employeesWhat in re-enrolment?
- Who can I enrol?Enrolling members onto a workplace pension scheme
- What should I do during an employee's opt-out period?Employee opt-out period
- Employer & Employee contribution RulesPaying the right amount of contributions
- How do I enrol employees?Two ways to add employees to your scheme
- What information do I need?Required fields for enrolment
- What happens after enrolment?Welcome notifications, withholding, and the opt-out window
Submit Contributions
Uploading pension data after each payroll run.
- What is a CSV file?
- How do I submit contributions?Uploading your payroll file
- What file format do I need?Accepted formats and how to prepare them
- My submission has errorsHow to understand and fix them
- How do I submit a manual salary sacrifice contribution?Submit a one-off salary sacrifice contribution for a member directly from your dashboard.
- How do I submit a one-off auto-enrolment contribution?Manually submit a missed or corrective contribution for a member outside of your normal schedule.
- How to manually make contributions and pay by BACSSubmitting a contribution for a single member
- How do I submit and pay contributions?Submitting a employee contributions on the workplace employer platform
Current Payments
Tracking payments and understanding your payment status.
Employee Requests
Handling opt-outs, contribution changes, and leavers.
- What are employee requests?Types of requests and what to do
- How do I process an opt-out?What to do when an employee opts out
- What about leavers?When an employee leaves your company
- How do I manually de-enrol a member?How to remove a member from the pension scheme using the Employer Portal.
- What happens when an employee leaves?How to stop contributions, update the portal, and what happens to their pot.
- When will I receive the opt-out refund?Who processes the refund, how long it takes, and what happens after the window closes.
- What is the difference between opting out and ceasing contributions?Opt-out (within 30 days, refund) vs ceasing (after 30 days, no refund).
Fixing Submission Errors
How to understand and resolve errors when uploading pension data to Jarvis.
- Submission Rejection ErrorsUnderstanding why a submission may be rejected, and how to resolve common errors.16 articles
- Submission Hold WarningsWhat to do when Jarvis pauses your submission for review before continuing to process it.3 articles
- Record-Level Errors: Business RulesHow to resolve errors when individual records fail due to opt-outs, data mismatches, or missing enrolment information.12 articles
- Record-Level Errors: Data ValuesHow to fix records that failed because a field value was missing, incorrectly formatted, or outside the accepted range.1 article
- General FAQsCommon questions about how submissions are processed, how to re-submit failed records, and when to contact support.6 articles
Payroll Software Guides
Setting up Jarvis with your payroll software.
- FinityPayroll software guides2 articles
- OctopayePayroll software guides1 article
- KintecPayroll software guides2 articles
- Xero PayrollPayroll software guides1 article
- MoneySoft Payroll ManagerPayroll software guides2 articles
- BrightPayPayroll software guides1 article
- SagePayroll software guides1 article
- QuickBooksPayroll software guides1 article
- IRIS StaffologyPayroll software guides1 article
- FreeAgentPayroll software guides1 article
Compliance & Duties
Record-keeping, employee communications, and regulatory requirements.
- What records do I need to keep?Record-Keeping Requirements
- What Information do I need to communicate to employees?Employee Communication Requirements
- What is a declaration of compliance?How to complete your declaration of compliance with TPR, including the Jarvis scheme details you will need.
- Can I delay auto-enrolment?
- When do my auto-enrolment duties begin?When your duties start, what you must do, and the key deadlines.
- What is re-enrolment and when do I need to do it?The 3-yearly re-enrolment cycle, who is eligible, and what you need to submit to TPR.
- Is Jarvis a relief at source or net pay scheme?How Jarvis handles tax relief and what to set in your payroll software.
- How do I close my scheme?What's needed to close your scheme, including notice period, final contributions, leavers, compliance, and how to let us know.
- How does salary sacrifice work with Jarvis?How salary exchange works, what to set in payroll, and what must be agreed in writing.
- How do postponements work?How to delay auto-enrolment assessment for new employees by up to 3 months.
Managing Your Scheme
Direct debit, bank transfer, admin users, scheme closure, and insolvency.
- How do I change my direct debit details?How to update the bank account used for pension contribution collections.
- Can I pay contributions by bank transfer?How to find the bank details and payment reference on the employer portal.
- How do I close my Jarvis workplace pension scheme?The 30-day notice period, what to pay before closing, and what happens to your members' pots.
- Where do I send insolvency-related documents?Where to send documentation and what happens to members’ pots during insolvency.
- How do I add or remove admin users?How to update who can access your employer portal.
Switching to Jarvis
Step-by-step guides to closing NEST, NOW:Pensions, People's Pension, Smart Pension, and Scottish Widows.
- How do I switch my workplace pension to Jarvis?The three steps to move from your current provider to Jarvis.
- How do I close my NEST scheme and switch to Jarvis?How Jarvis initiates the NEST closure on your behalf and what members need to do.
- How do I close my NOW:Pensions scheme and switch to Jarvis?Closing NOW:Pensions and what to tell them.
- How do I close my People’s Pension scheme and switch to Jarvis?How to close with The People’s Pension and when accounts are kept open for adjustments.
- How do I close my Smart Pension scheme and switch to Jarvis?Closing Smart Pension and the net pay to relief at source switch.
- How do I close my Scottish Widows scheme and switch to Jarvis?Closing Scottish Widows and what information they will need.
Employee Requests
Opt-outs, leavers, and handling employee pension changes.