Mintago Monthly checklist | Mintago Help Center

Task	How to
Add new joiners to employer.mintago.com	To add a single employee employer.mintago.com > Employees > ‘Add employee manually’ > Save To bulk upload employees employer.mintago.com > Employees > ‘Manage CSV File’ > ‘Bulk upload new employee data’ > Add employees to CSV template > Upload your CSV > Save Please note, you will need to click ‘send activation email’ which will send an email to all employees that haven’t yet activated their account or click into each new joiner and scroll down to ‘Send Activation email’.
Remove leavers from employer.mintago.com	To remove a leaver employer.mintago.com > employees > click into the employee > input end date > Save Please note, if you input a date in the future the employee will be removed at midnight on that date. If you input a date in the past, the employee will be removed immediately. To bulk remove leavers employer.mintago.com > bulk edit employee data > leave date > download leave date template > input employee’s leave date into template > Click ‘upload your data’ > Save Please note, if you input a date in the future the employee will be removed at midnight on that date. If you input a date in the past, the employee will be removed immediately.
Add employees who have passed probation to a Pension Scheme	Please follow the add new joiner steps above, if you haven’t yet added an employee to the platform. Once added, Click into the employee > toggle on Pension details > Select from drop down > Save If you need to add a new Pension Scheme employer.mintago.com > Head to Pension Management from the left hand menu > Add+ > Input Pension Information > Create > Navigate back to the employee and select that Pension Scheme from the drop down > Save
Update any salaries (if needed)	To update an individual employees salary employer.mintago.com > Employees > click into the employee > input salary > Save To bulk update salaries employer.mintago.com > bulk edit employee data > Salaries > download Salary Template > input employee’s salary > Click ‘upload your data’ > Save
Approve AVCs	As a hub admin you will be notified when an employee inputs a new AVC request. employer.mintago.com > Pension Management > Additional contributions request > Download pending requests. Please then send these off to Payroll. Once they have implemented the request into their software > Click into the employee and click Accept > Save. If the request is rejected by payroll, please ensure you click Request > Save.
Approve Salsac benefits	employer.mintago.com > Benefits and Perks > Benefit requests > View Pending requests > Approve or reject.
Benefits app	Log in to benefits-admin-portal.mintago.com > Orders > You will be able to view any Salary Sacrifice requests > Approve or Reject. Navigate to Reporting > Filter by date range > Download CSV report. Send off to payroll to implement changes.

Add new joiners

Step by Step guide:

Step 1: Log into Employer Portal

Step 2: Click on “Manage CSV File” on the right for a drop down and click on “Download CSV template” and click on “Bulk upload new employee data” once you have filled out the template with the details

Hint: Please ensure you complete the entire rows with the information to avoid any errors

Hint: Please ensure there are no commas, full stops and pound signs

Step 3: Once you have completed the template, download as a CSV to upload onto the platform by clicking on “Bulk upload new employee data” and “Upload your CSV” .

Step 4: Select all the “Columns in your File” fields according to ensure all the details have been entered correctly and then click “next” and “Submit” at the bottom of the screen

Hint: “verify data” screen will highlight in red for any incorrect format which you can amend on the page for a successful upload

Step 5: It will take a moment to upload the data. Once it has been uploaded, you’ll see a pop up on the top right to confirm the upload was successful

Step 6: Kindly perform a random check to confirm that the upload was completed successfully

Removing leavers from the Platform

Purpose: To ensure a responsible individual/admin user is able to bulk upload leavers on to the platform

Step by step guide:

Step 1: Log into the Employer Dashboard and download CSV of your employee data as you will need their email addresses for bulk upload

Step 2: Go to the “Employees” tab on the left hand side then click “Bulk Upload Employee Data”.

Step 3: Select “Leave date” and download “Download leave date template” and “Upload your data” once you have completed the template

Step 4: Fill out the leave date template by adding email addresses of those employees only whom you wish to remove from the platform and upload the file as CSV

Tip: Do follow English date format “DD/MM/YYYY”

Step 5: “upload your data” and it will bring you to the following screen, ensure you have selected the correct columns for each field and select “Next” and select “Submit”.

Step 7: It will take a moment to upload the data. Once it has been uploaded, you’ll see a pop up on the top right to confirm the upload was successful

Step 8: Kindly perform a random check to confirm that the upload was completed successfully

Step 9: Alternatively, you can remove an employee individually by opening their profile, selecting “Deactivate”, choosing a leave date, then clicking “Continue” and finally “Save”. Employees marked as leavers will be moved to the archive list one day after their leave date.

Adding a Pension Scheme to the Platform

Purpose: To ensure a responsible individual/admin user is able to create and delete a pension scheme on to the platform

Step by step guide:

Step 1: Log into Employer Portal

Step 2: Click on “Pension Management” on the left for a drop down and click on “Pension Management” and then click on “Add +”

Step 3: Please complete the following fields accordingly:

Name i.e Scottish Window 5EE/3ER
Pension provider
Calculation basis
Salary Sacrifice
Contributions details
Additional voluntary contribution requests
Employer contribution matching
Then select “create” - it will then create you a new pension scheme

Step 5: Should you wish to delete, please click on “Deactivate Pension Scheme” once you have moved all the employees to a pension scheme

Step 6: Kindly perform a random check to confirm that the upload was completed successfully

Bulk uploading employees into a Pension SchemePurpose: To ensure a responsible individual/admin user is able to bulk upload employees into a same pension scheme

Step by step guide:

Step 1: Log into the Employer Dashboard and download CSV of your employee data as you will need their email addresses for bulk upload

Step 2: Go to the “Employees” tab on the left hand side then click “Bulk Upload Employee Data”.

Step 3: Select “Pension scheme” and download both “Download pension template” and “Download company’s pension scheme details”

Step 4: Fill out the pension template by adding email addresses of those employees only whom you wish to add into a one pension scheme and this can be retrieved from the step 1 above and insert pension ids from Download company’s pension scheme details

Tip: You can also retrieve pension scheme ID by going into “Pension Management” tab

Step 5: Once you have filled out the template with the list of employees email address and pensions scheme id, download the template/datasheet as CSV. You will then select “upload your data”, this is where you will upload the CSV you have created and saved

Step 6: It will bring you to the following screen, ensure you have selected the correct columns for each fields and select “Next” and select “Submit”.

Step 7: It will take a moment to upload the data. Once it has been uploaded, you’ll see a pop up on the top right to confirm the upload was successful

Step 8: Kindly perform a random check to confirm that the upload was completed successfully

Bulk uploading employee salaries

Purpose: To ensure a responsible individual/admin user is able to bulk upload employees’ salary

Step by step guide:

Step 1: Log into the Employer Dashboard and download CSV of your employee data as you will need their email addresses for bulk upload

Step 2: Go to the “Employees” tab on the left hand side then click “Bulk Upload Employee Data”.

Step 3: Select “Salary” and download “Download salary template” and “Upload your data” once you have completed the template

Step 4: Fill out the salary template by adding email addresses of those employees only whom you wish to add/update the salary along with their salary

Tip: Do not add a pound sign, comma and full stops

Step 5: “upload your data” and it will bring you to the following screen, ensure you have selected the correct columns for each field and select “Next” and select “Submit”.

Step 7: It will take a moment to upload the data. Once it has been uploaded, you’ll see a pop up on the top right to confirm the upload was successful

Step 8: Kindly perform a random check to confirm that the upload was completed successfully

How to approve AVC requests1. Log into employer.mintago.com and navigate to Pension Management > Additional contributions request > Download pending requests.

Please then send the pending requests off to Payroll.

Once they have implemented the request into the Payroll software > Click into the employee and click Accept > Save. The employee will receive an email stating their Additional Voluntary contribution has been accepted.