Employer Support
Help articles for employers using Jarvis workplace platform
112 articles
How Much Does Jarvis Charge for Employers?Charges for workplace schemes
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
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
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
Do I still need to enrol someone who wants to opt-out?Why you must enrol all eligible employees, even if they plan to opt-out.
Submit Contributions
Uploading pension data after each payroll run.
File Rules for PAPDIS UploadsPAPDIS File rules
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
Current Payments
Tracking payments and understanding your payment status.
How do payments work?From submission to member pots
How do I check my payment?What each status means
What is the payment deadline?When to pay and what happens if you’re late
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.
Do I still need to enrol someone who wants to opt-out?
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.
Quick Guide: Submission Errors & TroubleshootingWhat to do when something goes wrong
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.1 article
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.5 articles
Payroll Software Guides
Setting up Jarvis with your payroll software.
My payroll software isn’t listedHow to set up Jarvis with any payroll software using PAPDIS CSV export.
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 I need to set up my workplace pension scheme?Auto-enrolment compliance
When should I set up a workplace scheme?
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 postponements work?How to delay auto-enrolment assessment for new employees by up to 3 months.
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.
Jarvis Employer Platform
Guides for employers using the workplace platform
How do I submit and pay contributions?Submitting a employee contributions on the workplace employer platform
How can I view all of the members in my scheme?Navigating the employer portal
How do I manually enrol new employees?How to manually enrol new employees on the workplace employer platform
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.
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.