1. Sign into your account as Workmax admin.
2. Go to the “Pensions” section.
3. Click “Add new scheme”.
4. Enter your pension details.

• • Pension provider name
  • Pension rule
  • Scheme eligibility for auto-enrolment

5. Enter your provider details.

• • Account number
  • Staging date
  • Payment source (Nest)
  • Website (Optional)
  • Portal (Optional)
  • Telephone (Optional)
  • Address (Optional)
  • Payroll and Pension Data Interface Details
    • Version
    • Provider Id
    • Employer Id
  • Opt-out window.

6. Enter your administrator details.

• • Full name
  • Email
  • Telephone (Optional)
  • Address (Optional)

7. Click “Save & Continue”
8. Review pension scheme details
9. Click “Save”.

Workmax will add your pension scheme, and you can create worker groups and add members to worker groups.