When a new company account is created, the administrator will be directed to a list of tasks on the homepage that need to be completed, in order to finish setting up the plan
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The company to do list will look like this. Red icons indicate tasks that need to be completed, The delegate button allows you to delegate a task to another admin of the account. i.e. you may wish to ask your payroll administrator to add employees whilst the director adds the direct debit details. 

Understanding each task

1 - Set up direct debit

This is a simple online form to add your company bank details so that we can deduct your pension contributions. Click here for more details on how to set up your direct debit.

2 - Add employees

Depending on how your scheme has been set up, if you are over from our old platform to MP365 your employees will be added up in the background for you. If you scheme is brand new to Mp365 Platform you will have to manually upload your Employees via SIF file. Learn more about adding employees to your scheme

3 - Update Company Details

Company Details will ask you to populate the Eircode of the Company Address and also the trading address Eircode. Once both fields are populate this task will be removed from the To-Do list.

Your ongoing tasks

Upload Contributions for you Employees - you will need to upload your SIF file to pay your monthly contributions.- if you need assistance with this please reach out to our Digital Support team [email protected]

Retirement Plan Details

Below the ongoing task list you will be able to view your retirement plan details.

Some details listed here are required on the SIF file, such as

Benefit Group ID

Company ID

Payroll Plan