When a new company account is created, the Administrator/Employer will be directed to a list of tasks on the homepage that need to be completed, in order to finish setting up the plan.
The company to do list will look like the below. 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 - Upload contributions for your employees
You will need to upload your first contribution upload to pay your employees once the first SIF file has been uploaded this task will be removed from your TO-DO list.
4 - 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