Employer Website Initial Set-up & Data
Contents
1. Forgotten your username View your employee Set contribution rates Pension scheme takes Login assessment information and opt in effect After the login is successful it will prompt you to change the password 3 Change Password Your e mail address will appear in the address field Enter a new password and re enter the new password to confirm Click on Save to update the new password Login to begin On your first attempt to access this site you must change your password to something suitable Please change your password to continue User Email Address New Password Your personal benefits management centre where you can choose the rewards that suit your lifestyle and manage your Auto Enrolment pension Changing password View your employee Set contribution rates Pension scheme takes A 3 ir assessment information and opt in effect E Save Active password rules The password must be between 6 and 15 characters The password must be different from the last 10 passwords The password must contain at least one of uppercase letter lowercase letter digit You should change the password on a regular basis to maintain the system security Change Password option can be accessed from the left hand screen menu The below screen appears when the password is successfully updated Pensions Welcome to your Pension portal a erie You have successfully updated your password PLEASE DO NOT WRIT2. Normal 7 Import s maintenance mode 7 CSV File Browse No file chosen Email Address ae Import Data Message from webpage Your file will be imported to the server You will then have the chance to specify how you want your data to be loaded into the database e You will now be presented with the Importer Options Screen This screen allows you to select Add and or Update options depending on your preference Most commonly both options are selected which will allow the system to import additional new records as well as update existing records 13 Generic Input File Options Importer Options Please specify the options below according to how you wish to manage your data import An option will appear against each section depending on how it can be manipulated through the import process Options will not be provided to sections that can only be updated Add New records to be added Update Existing records to be updated Delete Remove all existing records before importing new data Forename Employee Middle Name Addl Update M selena NI Number Title Employee Number Fayrall Personal Details Date of Birth SEX Personal Details will automatically update d d _ Address Line 1 A Tess Address Line 2 Address will automatically update Address Line 3 Address Line 4 Address Line 5 Postcode e Once you have made your selection select the button below this screen to begin the data import process e You wil
3. a results screen which lists any records which have failed to import 15 Import No 11 is complete Details started S sSsS 8 00 2014 09 20 50 Finished O fn 02 2024 09 21 34 user d Status Complete Status Detail Import complete with some records rejected Failure ptions Add Update Starting Maintenance Mode ormal Requested Maintenance Mode Notification E Mail Address Retention period days 0 Forever Imported file csv Import completed with error s please check the error report for further details Rejected records records that contain an error Skipped Records existing records that have not changed since the last import ii How do I know what has caused the failure The above screen contains an Error Log Click on the CSV button This action will call your data file The error message will appear in the last column of the file AJ2 v fe The value 1234 does not exist in the drop down list for PAY CODE Q R s T U v w x Y z AA AB AC AD AE AF AG AH a o a ADDRESS ADDRESS ADDRESS ADDRESS POSTCODIEMAIL SALSACRI EE CONTS ER CONTS AVCS OPTIN OPTOUT GROSS PA EXIT DATE EE CONT 9 ER CONT PAY CODE ER CODE SCHEME CERROR FOUND ADDRESS ADDRESS ADDRESS ADDRESS PC1 N 50 80 A 728 00 1000 5 8 test 103 11234 ADDRESS ADDRESS ADDRESS ADDRESS PC1 test mai N 50 80 A 728 00 1000 5 8 AA4M test 103 Skipped record ADDRESS ADDRESS ADDRESS ADDRESS PC1 test2 meN 50 80 A 728 0
4. 0 1000 5 8 AA4M test 103 Skipped record ADDRESS ADDRESS ADDRESS ADDRESS PC1 N 50 80 A 728 00 1000 5 8 AA4M test 103 Skipped reco In the example above the PAY CODE for one of the records does not follow the expected format This may be due to an error in data entry or due to that particular pay code not being present in the system To correct this error follow the process as described in Setting up the payroll Once you have created the pay code reference and entered the payroll details you can reimport your data The error should not reoccur as the pay code will now be recognised Note that the e mail notification received after the data import process has completed will also contain hyperlinks to your system login screen as well as the CSV file where you can read the error message 16
5. E THIS PASSWORD DOWN However do make every attempt to remember what it is as it will be required next time you log in a O a 4 Welcome Screen Click on continue to view the welcome screen NOW eeso D Pensions Home Pensions Employees Reports Import Data Q Record Maintenance Welcome to your Auto Enrolment Portal The list below represents some of the most common activities Employee Admin Login Reference Data Company Details Password Change Password Change Email Address Your Auto Enrolment Employee Summary View the number of employees in each worker category and scheme On gt Verify Company Details Company Details can be verified by selecting Company Details from the left hand screen menu Check the existing details and make any changes or additions as required Please enter all the mandatory fields marked with NOWs e astigin ume 2570172014 124538 D Pensions Home Pensions Employees Reports Import Data Q Record Maintenance Company Details Employee Admin Login Company Name Reference Data Bank Details Company Number Company Address Type of Company Limited Liability Company v Password Change Password PAYE Reference Change Email Address Staging Date 01 01 2014 7 Pension Regulator Reference Company Code a Is Holding Company Bureau Bureau Code Please ensure that you add your Pension Regulator Reference which is a 10 digit numbe
6. Employer Website Initial Set up amp Data Maintenance Process Published Date 23 01 2014 Version eal Priya Thirunavukkarasu Reviewed by Nadine Woods NOW Pensions Limited Registered in England and Wales Registered office 3rd Floor 164 Bishopsgate London EC2M 4LX Documents Change Control Revision Date of Brief Description of Change Number Issue 23 01 2014 Priya Thirunavukkarasu Initial Draft 2 i i Nadine Woods 23 01 2014 Priya Thirunavukkarasu Minor revision based on Feedback from Employer Website Initial Setup and Data Maintenance Process Whilst your site will contain some basic information on first login you must verify the data and enter additional information to ensure that your site works correctly Please follow these steps to complete your setup 1 Website link Click on the link provided in the email The below screen will be available to enter the login details Pensions Welcome to your Pension portal Lozin to begin Login Name Password vV am ES T Forgotten your password o m Forgotten your username 2 Login Details The login name was issued in the welcome email A separate email was issued with the password Enter the password and click on login NOW y New user Activate your account O Login to begin platform to view and manage your pension with a few simple steps Login Name test nowpensions com Password Forgotten your password
7. No 27 03 2014 Open Delete 10 25 10 2014 01 01 2014 No 27 10 2014 Open Delete 11 25 11 2014 01 01 2014 No 27 11 2014 Open Delete 12 20 12 2014 01 01 2014 No 23 12 2014 Open Delete Importing Employee Data You are required to input your employee data into the system This data needs to be imported for each pay period to ensure that up to date information is passed to your pension administrator You will receive a reminder before each upload is due to ensure that your employee details are received and processed in good time a Where does my employee data come from Your employee data will come from your payroll system This data should be in the required format for the system to recognise during a data import b How is my employee data uploaded to the system To import employee data navigate to the Import Data menu at the top of your screen e From the Import Name drop down field select Generic Input File e Browse to locate your employee data file e The e mail address will be used to send notifications once the import is complete e Select the Import Data button 12 e A pop up notification will appear select OK NOWS Last login time 23 01 2014 1215 57 logout Pensions Home Pensions Employees Reports Import Data Q Data peins Import Data Jei sni Depending on the size of the file you are importing this could take several minutes so please be patient Import Name 2 Generic Input File i
8. etails can be amended in the same place at a later date if required Pensions Las iogin ume 2301 2014 122925 AD Home Pensions Employees Reports Import Data Q Record Maintenance Reference Data Employee Admin Login Effective Date 28 01 2010 12 58 24 Reference Data The date and time when this data will become effective and can be seen in the system Company Contact Details Pensionable Salary Definition a Company Contact Details Change Password Change Email Address Add 7 Employer Admin role account setup As the site owner you are able to create or edit login details for other members of staff authorised to use this system To create additional users navigate to Admin Login on the left hand screen menu Select the Add button to enter the input screen Pensions Home Pensions Employees Reports Import Data Q Record Maintenance d m m m e Admin Login List Ref Dat d ee ee chrisd nowpensions com chrisd nowpensions com E Company Details nowpensions co nowpensions co eee anna nowpensions com anna nowpensions com es3 Change Password garry nowpensions com garry nowpensions com Ed Change Email Address justin nowpensions com justin nowpensions com Ed nadine nowpensions com nadine nowpensions com Ed owen nowpensions com owen nowpensions com Ed NOWOSU implementations nowpensions com Gaal matthewl nowpensions com matthewl nowpensions com Open User Roles Please
9. l be presented with a progress screen Depending on how much data you are importing this process may take a little while Importing Step 2 of 2 Your data has been successfully processed and is now being loaded into the database Any exceptions will be emailed to your specified address Progress so far Se aas zLLL Estimated time remaining 00 00 18 Details Generic Input File GIF3a csv 03 01 2014 10 02 58 Running Add Update 14 e Once the import is complete a results page will appear Be sure to note the Results section of this screen where any import errors will be listed You will also receive notification via e mail which confirms how many files were imported successfully as well as any rejected or skipped files Import No 11 is complete Details or se o 03 01 2014 09 20 50 Finished 0 03 01 2014 09 21 34 woa y T complete with some records rejected Failure pa E Mail Address ValidationThreshold o Retention e days Foree OSOS St Import with error s please check the error report for further details c What if an error occurs Should you receive notification that an import or part of an import has failed you will be required to correct the affected files This may be due to unexpected data in a field s or using a data file which does not match the required format i How will know if a failure has occurred The system will display
10. note that you should only select Employer when creating additional users on the system 8 Setting up the Payroll It is essential to set up your payroll data in the system to ensure that your employee pension information is correctly calculated and exported to your pension provider To set up your payroll please navigate to Reference Data from the left hand screen menu then Payrolls NOW S astigin ume 25701 2014 122925 GD Pensions Home Pensions Employees Reports Import Data Q Record Maintenance Payrolls Employee Admin Login Payroll Code Reference Data Company Contact Details Payroll Type Monthly Y Payrolls Pensionable Salary Definition Payrolls List Save Company Type Payroll Details Company Details Password Change Password Change Email Address Add your 4 letter Payroll Code and select a Payroll Type from the drop down menu Select save Once you have added your payroll code select Payrolls List The payroll code you have just created will appear in the list Payrolls Payroll Code ABEC Payroll Type Fortnightly Payrolls ist Save Save All Payroll Details Add Now input the details for this payroll code by selecting the payroll from the list and then click on the Add button below the heading Payroll Details 10 Payroll Details Pay Period Processing Date Pay Period Start Date Processed Processed Date Pay Date r 25 01 2014 01 01 2014 No 11 11 2011
11. o0 f 00 f 00 21 01 2014 Once you have selected the Add button the input screen will appear 1 Now enter the required information in the fields provided Ignore the Processed and Processed Date fields Select the save button 3 Select Payrolls on the left screen menu and then select Add under the Payroll Details heading for the payroll code you are working on which takes you back to the input screen Now enter the details for the next pay period e g Pay Period 4 Continue with steps 1 3 until you have created all the periods for this payroll type e g 12 periods for a monthly payroll A completed payrolls list might look like this Payrolls List ABBC Fortnightly amp AABB Monthly amp ABCD Weekly lt ABDD Monthly 11 9 A completed monthly payroll setup might look like this Payrolls Payroll Code AABB Payroll Type Monthly Payroll Details PayPeriod Processing Date Pay Period Start Date Processed Processed Date Pay Date 1 25 01 2014 01 01 2014 No 27 01 2014 Open Delete 2 25 02 2014 01 01 2014 No 27 02 2014 Open Delete 3 25 03 2014 01 01 2014 No 27 03 2014 Open Delete 4 25 04 2014 01 01 2014 No 27 04 2014 Open Delete 5 25 05 2014 01 01 2014 No 27 05 2014 Open Delete 6 25 06 2014 01 01 2014 No 27 06 2014 Open Delete 7 25 07 2014 01 01 2014 No 27 07 2014 Open Delete 8 25 08 2014 01 01 2014 No 27 08 2014 Open Delete 9 25 09 2014 01 01 2014
12. r Select the Save button to update the entered company details No Of Included Employees 101 150 No Of Included Employees Actual Start Date 01 01 2014 Payroll Contact Name Payroll Contact Email Payroll Contact Phone Payroll Provider Assessment Responsibility Fields marked with an asterisk must not be left empty Save Bank Details Add Company Address 6 Adding Bank Details Bank details are required from which contributions will be made as well as to make payments in respect of reversals for Auto Enrolment AE opt outs To access the bank details input screen select Company Details from the left hand screen menu then Bank Details Select the Add button and enter your company bank details in the fields provided and click on Save INCU S enoa ED Pensions Home Pensions Employees Reports Import Data Q Record Maintenance Bank Details Employee Admin Login Effective Date Reference Data The date and time when this data will become effective and can be seen in the system Company Details Last Updated Date gt Bank Details Bank gt Company Address __ Password Bank Sort Code Change Password Cora Change Email Address Account Name Building Society Roll Number Fields marked with an asterisk must not be left empty Once the save button has been selected the screen will display the effective date and time of when these changes will be effective Existing bank d
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