Jarvis

Frequently asked questions for new employers

Getting Started with Jarvis

Before you start

Four steps to get your pension scheme live

How do I get started?

What’s on my dashboard?

What’s my monthly cycle?

Key numbers, deadlines, and contacts in one place

Quick reference

How can I view all of the members in my scheme?

A step by step guide for employers on setting up pension contributions in Jarvis and submitting them each pay period.

How can employers set up and make pension contributions to Jarvis?

Everything you need to get your workplace pension live with Jarvis.

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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