This help centre article will guide you through the initial set-up of your employer portal.
Your employer portal is where you will upload your payroll data to support the administration of your scheme but ahead of this there are a few steps you will need to follow. You should set aside approximately 30-45 minutes to set up your portal.
When you have completed the set up you will be ready to upload your payroll data.
Payroll set up
This is a four digit code provided by NOW: Pensions and is unique to each client. You can find the employer code in your participation agreement.
If you signed up with NOW: Pensions after the 31st July 2015 your payroll codes will have been created through the online sign up.
If you signed up prior to the 31st July 2015 or if you need to add any additional payrolls you will need to create them in your employer portal. Step 5 explains this in more detail.
Once you have created your pay codes, they need to be input into your payroll system so that when you produce the data files the relevant codes are displayed in the correct column of the file.
What is my login name?
This will be the email address of the primary contact.
What is my password?
This will be the password provided in a separate email.
Upon first login you will be asked to change the password. Please only click the save button once, as double clicking invalidates the new password.
Verify Your Company Details
I can't find my Pensions Regulator Reference / Letter Code
If you don’t know yours or never received it, please contact TPR on 0845 600 1011 or email providing the following:
- employer name
- PAYE scheme reference(s)
- employer address
- your contact details (telephone number, email address, job role)
Create Additional Logins
Set Up Your Payroll Codes (“Reference Data”)
Setting up the payroll calendar
Pay Period field
This will usually be the tax period in the payroll (e.g. 1 – 12 for monthly payroll or 1 – 52 for weekly payroll)
Processing Date field
This is the last date you would expect to upload a file for any given pay period. If a file has been uploaded it is also the date the system will lock the pay period and process the data. No changes will be allowed to the data once the pay period has been locked.
Pay Period Start Date field
This will be the start date of the pay period in question
Pay Year field
To enable us to identify which tax year the pay period relates to please enter the starting year of the tax year in this field. For example the pay year for any pay period in the 2015/2016 tax year would be 2015.
Processed and Processed Date field
Do not input anything here.
Pay Date field
The date your employees get paid into their bank account