Go to the Employees page in Primo Payroll and click the pensionsync link under the AE Staging date:
You will then be taken to the PensionSync Dashboard to complete the basic sign up information and set up the direct debit.
You will be taken to the Organisation Setup page in the PensionSync Dashboard. Please enter the details and add/update any information as required. Then click Save.
When you click Save on the below screen, you will immediately be signed up for all the great features of PensionSync.
Next, you need to Subscribe to PensionSync's monthly price plan. The system will automatically highlight the relevant plan in green for you, based on the number of pension schemes you have currently connected to PensionSync. The price plan will automatically update for you as you add / remove schemes, so you're always on the best plan for your business.
To agree to the new pricing and set up your Direct Debit, complete the Subscriptions and Billing pages shown below.
If you need someone else to approve the Direct Debit, there is an option to provide their email address.
Complete the Billing Details. You can tick a box to copy the Organisation Details you've already entered, if the Billing Details are the same.
Click GoCardless DD Setup to use the simple GoCardless system to create your Direct Debit.
Once complete, you will be redirected back to a success message in the Dashboard, as shown below.
You're all done - enjoy using the PensionSync Dashboard!
To learn more about using the PensionSync Dashboard, check out the PensionSync Dashboard content in the help centre.