Set the provider email for pension benefits

Enter your pension provider's email address on a salary sacrifice to pension benefit, so the benefit is fully set up and its category stops asking for attention.

Some benefits need the address of the provider that runs them. A salary sacrifice to pension benefit, and similar pension benefits, has a Provider email field on the Benefit settings page. Until your HR team fills it in, the benefit counts as not fully set up. This article shows where the field is, how the page tells you it is missing, and how to save it.

Where the field is

In the HR menu, open Settings and select Benefit settings. Select the category that holds the pension benefit and open the Benefit Store tab. In the Benefits list, the pension benefit has a Provider email field on its own line, right under its row. Other benefits don't have it.

The field has a red asterisk next to its label, and while it is empty it shows the placeholder Email address of your pension provider.

When it needs attention

While the Provider email is empty, the field is edged in red. If the category is shown in the Benefit Store, it also gets a red Needs attention dot, both in the list of categories and on the Benefit Store tab.

The benefit works in every other way. The red marks are there so the missing address is not forgotten.

Enter the address and save

The red edge goes away once the field holds a complete address, and the dot goes away once nothing else in the category is missing.

Who gets the email

When an employee registers a deposit through a salary sacrifice to pension benefit, CLVR emails the details to the Provider email. Everyone with the HR role at your company gets a copy too, so you can look out for the deposit on the next invoice. An HR person who registers a deposit themselves gets no copy about their own.

If the benefit is also listed in another category

A benefit can also be listed in a second category. The Provider email is set only under the benefit's own category, and the field is not shown where the benefit is listed as a second category. Enter the address once, under its own category.

Troubleshooting

• The save says "A provider email is not a valid address. Correct it, then save again." The address is not a complete email address. Check for a typo, a missing @ or a missing domain, then select Save changes again.
• The category still needs attention after I typed the email. Another benefit in the category may be missing something. Look for other fields edged in red on the Benefit Store tab.
• I can't find the field. It only shows for salary sacrifice to pension and similar pension benefits, under the benefit's row in its own category. If the row says Also listed under another category, open that category.
• My change is gone. You left the page or selected Discard before Save changes. Enter the address again and save.