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Set the Provider Email for pension benefits

Benefits Configuration 3 min readUpdated 5 days ago

Enter your pension provider's email so a salary sacrifice to pension benefit is fully configured and stops flagging for attention.

Some benefits need a contact address for the provider that runs them. A salary sacrifice to pension benefit (and similar pension supplement benefits) carries a Provider Email field in Benefit Settings, and until your HR team fills it in, the benefit flags itself as incomplete. This article shows where the field is, what the warning signs mean, and how saving a valid address clears them.

Where the field appears

Open Benefit Settings from the HR area under Settings, then expand the category that holds the pension benefit. In that category's benefits table, the pension benefit gets an extra Provider Email field directly below its row (other benefits do not have it, because the provider address differs from one company to the next).

The field shows:

  • A label, Provider Email.
  • A short description, Email address of your pension provider.
  • A placeholder, Set provider email, while it is empty.

When it needs attention

While the Provider Email is blank, the benefit signals two things:

  • A red Needs attention badge sits next to the benefit name.
  • A red alert icon sits next to the Provider Email label.

Both are reminders that the configuration is not finished. The benefit still behaves correctly in every other respect; the warning is there so the missing address does not get forgotten.

Enter the address and save

1

Expand the category that shows the Needs attention badge and find the pension benefit in its benefits table.

2

In the Provider Email field, type the email address of your pension provider. It has to be a valid email address: an incomplete or malformed one is rejected when you save.

3

Select Save Changes at the bottom of that category panel. Once a valid address is stored, the Needs attention badge and the alert icon both clear.

Note.

Each category has its own Save Changes button, and it saves that category together with all of its benefit rows in one go. The Provider Email is saved as part of that same action, so there is no separate save for the field.

If the benefit also appears in another category

A benefit can be set up to show in a second category as well as its main one. The Provider Email is only stored for the benefit in its primary category, and the field is not shown where the benefit appears as a Secondary benefit. Enter the address once, under the benefit's primary category, and you are done.

Troubleshooting

  • My address was not accepted. The field only takes a complete, valid email address. Check for a typo, a missing @, or a missing domain, then save again.
  • The badge is still there after I typed the email. It clears only after you save. Select Save Changes, then reopen the page to confirm.
  • I filled it in but the warning came back. Make sure you entered the address under the benefit's primary category, not where it shows as a Secondary benefit. The field is only saved on the primary category.
  • I cannot find the field. It only appears for salary sacrifice to pension and similar pension supplement benefits, below the benefit's row in the category's benefits table. If your category has no such benefit, there is no Provider Email to set.
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