Setting up and onboarding clients
Learn how People’s Pension integrates with payroll software, how to onboard new clients and avoid common setup issues.
Registering a new client
We help make registering new payroll clients quick and easy, with clear steps and practical support throughout.
Required information
Before you get started, you’ll need the following details:
- Employer name and address
- Duties start date
- Payroll frequency (e.g. weekly, fortnightly, monthly, etc.) and number of employees
- Pension contribution basis, such as qualifying earnings or fixed percentage
- Contact details for the person responsible for the day‑to‑day management of the account.
Step-by-step onboarding process
Ready to onboard a new client? Just follow these simple steps:
- Complete the employer registration form
- Receive and assign a unique employer code
- Confirm duties start date
- Choose contribution basis and payroll frequency
- Add employer contact details and PAYE reference.
Our sign-up checklist helps ensure everything is in place before going live, reducing delays for you and your client.
Setting up payroll software integration
Pension admin doesn’t need to be complicated – and payroll integration shouldn’t be either.
Integrating your payroll software with us is easy to set up and use, helping you support your clients more efficiently, while saving time and money.
Integration options
We offer three ways to integrate payroll data:
- API – automated, real-time data exchange
- CSV – manual file upload using our approved data requirements
- Online – manual data entry, ideal if you’re a small employer not using a payroll software provider.
Common setup issues and how to avoid them
There are a few common setup errors when onboarding new employees. The good news is they’re usually easy to avoid with just a few simple checks:
Useful forms and templates
Most payroll software uses our standard template files or transfers data via API. But we also provide templates for other data layouts, if needed.
