You’ve created your account and added your team. Next up? Getting your workplace pension up and running. It’s all done in the Thrive employer portal, and we’ll guide you step by step.
1. Start the 'Pension Setup' task
In your dashboard, look for the task called ‘Pension Setup’. Click to get started.
2. Meet our pension partner
You’ll see a short intro to our pension partner, Smart Pension. This explains how the scheme works and what to expect. Once you’ve read through, hit ‘Next’.
3. Check your company details
Make sure everything looks right. If you spot anything that’s out of date or incorrect, you can fix it here. Get those details sorted before moving on.
4. Add your pay run info
Let us know how your payroll works – things like when you usually run it. This helps us keep everything in sync.
5. Choose your payroll software
Pick your payroll software from the list provided. This helps us tailor your setup and offer the right support if you need help later on.
6. Get ready to sign your Participation Agreement
We’ll explain what the Participation Agreement is and what it means for your business. You won’t sign it just yet – you’ll get an email directly from Smart Pension with everything you need to complete it.
Want more detail? Here's how to sign your Participation Agreement.
7. Launch your pension
Once you’ve checked everything’s in place, it’s time to go live. Click ‘Launch Pension’ to finish the setup.
That’s it. Your pension scheme is now live and ready to go.
Need help?
Our customer support team’s just a message away. Get in touch here.