Assessment, communications and joining. This guide is for GFRP that has been converted to a qualifying workplace pension scheme.

Transcription

1 Assessment, and joining This guide is for GFRP that has been converted to a qualifying workplace pension scheme.

2 Welcome to GPZ When you ve logged into GPZ, you ll see your scheme home page. You can start any journey from this page. PLEASE NOTE If you have access to multiple schemes or sites, you will need to select the scheme/site before you continue to the journeys in this guide. If your scheme has multiple sites, you will also see slight differences throughout the guide. Assessment, and joining 02

3 Overview Click on a building to get started This guide will help you assess and join your employees to your Qualifying Workplace Pension Scheme (QWPS) on Group Pension Zone (GPZ). Included in this guide are: Assessment, and joining Join New member Assessment only Existing member View files Assessment, and joining Join New member Assessment only Existing member View files Suitable for auto-enrolling employees. Suitable for contract joining and for auto-enrolment, where employees have already been assessed. Suitable for sending regulatory enrolment to employees. Suitable for auto enrolment where employees will be assessed. Suitable for sending regulatory enrolment to employees. View eligibility, & join output files from the past year. Assessment, and joining 03

4 Assessment, and joining Assessment, and joining Suitable for auto-enrolling employees If you want to assess your employees eligibility, and issue regulatory before joining, then please follow these steps: 1 Once you ve logged into GPZ, choose Assessment, and joining from the Home page. 2 Choose Assessment, and joining. 3 Select Assessment, and joining from the Options page. Assessment, and joining 04

5 Assessment, and joining Assessment, and joining 4 In Step 1 You can choose to download our template or you can use a file that you have already created from payroll. 5 Step 2 You can now save the template (if you are using it) and prepare your file for sending. 6 Complete the fields in the template and save. TIP For more detail on the information you ll need to input into either the version you have downloaded or your file that has been prepared from payroll, please refer to the Assessment, and joining section of the Pension reform data exchange guide. Assessment, and joining 05

6 Assessment, and joining Assessment, and joining 7 Now you re ready to send us your file. In Step 3, select Send the file you have created. 8 Read the Declaration, and when you re happy to proceed click Accept. Assessment, and joining 06

7 Assessment, and joining Assessment, and joining 9 Complete the Confirm pay reference details, making sure you choose Assessment, issue and join members (not Assessment only) in the Type of assessment section. Then click Continue to submit file. Assessment, and joining 07

8 Assessment, and joining Assessment, and joining 10 Upload the file you ve created by clicking Browse select your file. Click the box to confirm that eligible members will join automatically and then click Send file. 11 We will automatically attempt to align the headers. For any that we cannot match the column header will say please confirm. 12 Please select from the drop down menu an appropriate header. Or alternatively select ignore if this is data not required to complete the journey. Clarification of the information needed is shown in the data exchange guide. Assessment, and joining 08

9 Assessment, and joining Assessment, and joining 13 An error information screen may appear. Errors will either relate to the format or could highlight invalid data on your file. The data exchange guide shows the format to be used, and the error message will tell you what is wrong and what action you should take. You should open the original file and fix the errors and resubmit the file as shown in Step 7. Amend the relevant error on the file and resubmit. When you re ready to upload your file, click Send file. 14 Once the column headers are aligned you will need to tell us what row the member data starts from. 15 An Acknowledgement screen will appear. 16 Click on Return to assessment, communication and joining button to move away from this screen. 17 You ll shortly receive an letting you know that your Eligibility Report is ready. Please click to see an example of our sample letters. Assessment, and joining 09

10 Assessment, and joining Assessment, and joining 18 To view your Eligibility Report, choose View files in the Assessment, and joining page. 19 Click on the report and choose Export. The Pension reform data exchange guide has more detail on what is included in your reports. Assessment, and joining 10

11 Assessment, and joining Assessment, and joining 20 If you re returning to GPZ to continue your journey, select Assessment, and joining on your home page. TIP For more details on how to view files, please see page 29. You ve successfully sent your data joining eligible employees to your QWPS. Assessment, and joining 11

12 Join Join Suitable for contract joining and for auto-enrolment, where employee have already been assessed. To join your employees: 1 Once you ve logged into GPZ, choose Assessment, and joining from the Home page. 2 Choose Assessment, and joining. 3 Select Join from the Options page. Assessment, and joining 12

13 Join Join 4 In Step 1 You can choose to download our template or you can use a file that you have already created from payroll. 5 Step 2 You can now save the template (if you are using it) and prepare your file for sending. 6 Complete the fields in the template and save. TIP For more detail on the information you ll need to input into the template, please refer to the Join section of the Pension reform data exchange guide. Assessment, and joining 13

14 Join Join 7 Now you re ready to send us your file. In Step 3, select Send the file you have created. 8 Read the Declaration, and when you re happy to proceed click Accept. Assessment, and joining 14

15 Join Join 9 Upload the file you ve created by clicking Browse select your file. Click the box to confirm that eligible members will join automatically and then click Send file. 10 We will automatically attempt to align the headers. For any that we cannot match the column header will say please confirm. 11 Please select from the drop down menu an appropriate header. Or alternatively select ignore if this is data not required to complete the journey. Clarification of the information needed is shown in the data exchange guide. Assessment, and joining 15

16 Join Join 12 An error information screen may appear. Errors will either relate to the format or could highlight invalid data on your file. The data exchange guide shows the format to be used, and the error message will tell you what is wrong and what action you should take. You should open the original file and fix the errors and resubmit the file as shown in Step 7. Amend the relevant error on the file and resubmit. When you re ready to upload your file, click Send file. 13 Once the column headers are aligned you will need to tell us what row the member data starts from. 14 An Acknowledgement screen will appear. 15 Click on Return to assessment, communication and joining button to move away from this screen. TIP For more details on how to view files, please see page 29. You ve successfully sent your data joining employees to your QWPS. Assessment, and joining 16

17 New member New member Suitable for sending regulatory to employees This option should not be used in conjunction with the Assessment, and joining option. 1 Once you ve logged into GPZ, choose Assessment, and joining from the Home page. 2 Choose Assessment, and joining. 3 Select New member from the Option page. Assessment, and joining 17

18 New member New member 4 In Step 1 click the Download template button. A CSV template will be created. 5 Step 2 You can now save the template and prepare your file for sending. 6 Complete the fields in the template and save. TIP For more detail on the information you ll need to input into the template, please refer to the New member section of the Pension reform data exchange guide. Assessment, and joining 18

19 New member New member 7 Now you re ready to send us your file. In Step 3, select send the file you have created. 8 Read the Declaration, and when you re happy to proceed click Accept. Assessment, and joining 19

20 New member New member 9 Upload the file you ve created by clicking Browse select your file then click Send file. 10 An error information screen may appear. Amend the relevant error on the file and resubmit. When you re ready to upload your file, click Send file. 11 An Acknowledgement screen will appear. 12 Click on Return to assessment, communication and joining button to move away from this screen. TIP For more details on how to view files, please see page 29. You ve successfully sent your data which will send letters to your employees. Assessment, and joining 20

21 Assessment only Assessment only Suitable for auto-enrolment where employees will be assessed If you want to assess your employees without joining them, you can use Assessment only: 1 Once you ve logged into GPZ, choose Assessment, and joining from the Home page. 2 Choose Assessment, and joining. 3 Select Assessment only from the Options page. Assessment, and joining 21

22 Assessment only Assessment only 4 In Step 1 click the Download template button. An Excel template will download. 5 Step 2 You can now save the template and prepare your file for sending. 6 Complete the fields in the template. TIP For more detail on the information you ll need to input into the template, please refer to the Assessment only section of the Pension reform data exchange guide. 7 Once you ve completed the template, click Create eligibilty file. If there are any problems with the information you have entered, these will be highlighted in red. You can move to the next field by clicking on Go to next error. When you ve changed all the highlighted fields, click Create eligibilty file again. Assessment, and joining 22

23 Assessment only Assessment only 8 Now you re ready to send us your file. In Step 3, select Send the file you have created. 9 Read the declaration, and when you re happy to proceed click Accept. Assessment, and joining 23

24 Assessment only Assessment only 10 Complete the Confirm pay reference details. Then click Continue to submit file. Assessment, and joining 24

25 Assessment only Assessment only 11 Upload the file you ve created by clicking Browse select your file then click Send file. 12 An error information screen may appear. Amend the relevant error on the file then resubmit. When you re ready to upload your file, click Send file. 13 An Acknowledgement screen will appear. 14 Click on Return to assessment, communication and joining button to move away from this screen. 15 You ll shortly receive an letting you know that your Eligibility Report is ready. Assessment, and joining 25

26 Assessment only Assessment only 16 To view your Eligibility Report, choose View files in the Assessment, and joining page. 17 Click on the report and choose Export. The Pension reform data exchange guide has more detail on what is included in your reports. 18 If you re returning to GPZ to continue your journey, select Assessment, and joining on your home page. TIP For more details on how to view files, please see page 29. You ve successfully sent your data joining employees to your QWPS. Assessment, and joining 26

27 Existing member Existing member Suitable for sending regulatory enrolment to employees. This option is for to existing members at the staging date. 1 Once you ve logged into GPZ, choose Assessment, and joining from the Home page. 2 Choose Assessment, and joining. 3 Select Existing member from the Options page. Assessment, and joining 27

28 Existing member Existing member 4 In Step 1 click the Download template button. 5 Step 2 You can now save the template and prepare your file for sending. 6 Complete the fields in the template and save. TIP For more detail on the information you ll need to input into the template, please refer to the Existing member section of the Pension reform data exchange guide. Assessment, and joining 28

29 Existing member Existing member 7 Now you re ready to send us your file. In Step 3, select Send the file you have created. 8 Read the Declaration, and when you re happy to proceed click Accept. Assessment, and joining 29

30 Existing member Existing member 9 Upload the file you ve created by clicking Browse select your file then click Send file. 10 An error information screen may appear. Amend the relevant errors on your file and resubmit. When you re ready to upload your file, click Send file. 11 An Acknowledgement screen will appear. 12 Click on Return to assessment, and joining button to move away from this screen. TIP For more details on how to view files, please see page 29. You ve successfully sent your data which will send letters to your employees. Assessment, and joining 30

31 View files View files View eligibility, & join output files from the past year. 1 Once you ve logged into GPZ, choose Assessment, and joining from the Home page. 2 Choose Assessment, and joining. 3 Select View files from the Options page. Assessment, and joining 31

32 View files View files 4 Click the button next to the report you wish to view. 5 Once you have selected your file, click export. TIP Assessment and join files are typically available on the day you submit the file, while files are available on the working day after you have submitted the file. Assessment, and joining 32

33 Find out more For more information on these processes, visit Frequently Asked Questions To find out more, please speak to your adviser or call us on Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. GEN1968D Standard Life