Purpose: 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 “Actions”. Select “Bulk edit employee data” from the drop down
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