1About This Playbook

Use this playbook to set up and configure Redwood pages for employee self-service and enable your employees to manage their pensions enrolments and new starter declaration.

Employee Self-Service for Pensions Enrolments

Here's the workflow for different users when you set up the employee self-service for pensions enrolment.

Here are the steps to set up and configure employee self-service pages in Redwood for pensions enrolments:

1. Set up pension schemes and rates in Payroll at the legal employer level. Use the existing eligibility profiles to link the profiles with rates.
2. If you've created pensions elements before this set up, run the feature upgrade flow.
3. Set up the quick action My Pensions for your employees using the predefined roles and privileges.
4. Configure the profile options to make the employee self-service pages available in Redwood.
5. Create rate validation formulas and add them to pensions scheme definition at the legal employer level.

Your employees can perform these tasks using the self-service pages to manage their pension enrolments:

• Enrol into an eligible pension scheme
• End enrolment from their current scheme
• Submit changes to their contribution rate
• Change their pension scheme, if they're eligible to do so

Employee Self-Service for New Starter Declaration

Configure the profile options to make the employee self-service pages available in Redwood.

The new starter declaration is a replica of the HMRC paper form. It's an employee statement to their employer regarding their tax and student or postgraduate loan status.