This article will cover how to sign up with Smart Pension from Primo Payroll, for both new and existing Smart Pension accounts.
New Sign-up to Smart Pension
A) Open the sign-up page
- Open the company in Primo Payroll
- Click ‘Click here’ on the AE Panel on the right side of the home page to find the Staging date.
- Click Sign-up on the AE Panel on the right side of the home page
- Select ‘Smart Pension’ from the list and click Sign-up.
B) Set-up the following parameters
- Legal Structure: As relevant to the business.
- Pension calculated on: “All Pensionable Earnings (Un-banded)”
- Postponement: As relevant
- Signatory: Enter the details of the person in the employer organisation who will be responsible for AE compliance
- Admin: Fill the details here
(a) if you are a Bureau
(b) if you are an employer who have appointed a 3rd party to represent you.
C) Complete the sign-up
- Click the button Sign-up
- Wait for the successful sign-up message to appear.
Once the above is finished, Smart Pension will send emails to the Signatory/Employer for setting up a direct debit and to accept the ‘terms & conditions’. Once this process is completed, the Smart Pension login details will be emailed to the Signatory/Employer.
Existing Smart Pension Account
Make sure you have already completed the steps listed in this help article: Initial Setup with Pension Scheme for Employers
A) Get the below info from your Smart Pension account
Employer under a bureau: Employer Company ID
Direct Employer: Employer Company ID
B) Open the sign-up page
- Open the relevant company (Bureau or Employer) in Primo Payroll.
- Make sure the Staging date is available. For Bureau, if necessary use dummy staging date.
- Click Sign-up on the AE Panel on the right side of the home page.
- Click the button Set-up Payroll Only.
C) Input the following details
- For Employer under a Bureau Company: Employer Company ID
- For Employer: Employer Company ID
D) Complete the payroll setup
- Click OK
- There will be a prompt for authorization. Provide the details and authorize it.
- Wait for the successful set-up message to appear
Once the above is finished, Smart Pension will send emails to the Signatory/Employer for setting up a direct debit and to accept the ‘terms & conditions’. Once this process is completed, the Smart Pension login details will be emailed to the Signatory/Employer.