The scheme setup page helps you access important tasks needed to get your pension scheme up and running.

To get to the page:

Click Menu in the top right-hand corner of the homepage
Click Scheme Setup from the drop-down box

The scheme setup page will now appear:

What you can access from the scheme setup page

Update Staging Date
​This section provides guidance on how to manually or automatically retrieve your staging date.
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Pensionable Earnings
​As the employer you can choose the type of pensionable earnings that you will base your pension contributions upon. You can select from unbanded (typically all pay), banded (pay after salary thresholds) or a number of another advanced options.
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​Groups
​Groups are optional. If you wish to use groups, you can do so by creating a group, then use the bulk update tool to select one or many employees and then assign them to an existing group name.
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​Automatic Postponements
​This is where you can create a common postponement period for the assessment date of all your new employees. You can postpone your employees for a maximum of 3 months. This new date is called a deferral date.
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​Postponements
​This is where you can postpone the assessment date of your employees. You can postpone your employees for a maximum of 3 months. This new date is called a deferral date.
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​Employees
You can list existing employees of your company or add new ones. Employees can be added to groups and you can also manage their employer percentage and employee percentage.
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