Workplace Connect

As part of our work to evolve our technology ecosystem, we’re replacing the existing scheme portals, where routine tasks such as assess, join, and pay are carried out, with a new digital portal that’s powered by TCS.

Designed based on user insights, Workplace Connect utilises the latest technology to offer an intuitive and streamlined user experience.

It brings everything that you need to run your scheme together into one place, including a new dashboard that makes essential, routine tasks easier and faster to manage than ever before.

In a nutshell, our new portal includes:

• A personalised dashboard showing pay period, payroll date and number of members, plus a real-time summary of upcoming actions such as payments due.
• The ability to assess and communicate to your workforce and add eligible employees as members.
• The flexibility to add new members in bulk or one by one.
• Full control of payments, collection dates, and amounts.
• Data validation, with the ability to resolve any issues within the portal.
• Fully automated processing that ensures member records are always up to date.
• An audit trail of who carried out which task and when. Historical submissions can be viewed and downloaded whenever you need them.
• Step-by-step help guides, tooltips, and the ability to send secure messages to our customer operations team.

Our technology provider is ISO27001 certified. Plus, we use multi-factor authentication, tailored access, and encryption to keep scheme data safe and secure.

Yes, over 2,000 schemes are already using Workplace Connect. As of May 2025, we've successfully joined 3,500 members and processed over 6,000 payment schedules. We're phasing the switch over and eventually all Workplace clients will use the new portal.

You can access the new portal in the same way as before – the web address and login details remain the same.

When you log in for the first time, you may need to:

• Confirm the scheme payroll date and start of pay period. This ensures the personalised dashboard is set up correctly.
• Confirm the pensionable pay definition. This is required to validate contribution amounts. Visit our auto-enrolment contributions page for more information.
• Rename your column headers in your file. You don’t need to download a new template but Workplace Connect may not recognise your column headers.

Our new portal has built-in user guides, tooltips, and a help centre to guide you through each step of the journey. Plus, you can access our secure messaging to get in touch with our team of experts.

For most users the data is the same, but for some, the improved validation may raise some additional queries the first time you process payments. To reduce the impact of this, ensure you’re submitting the correct Pensionable Pay Definition in your current files. Our Pensionable Pay Definition (PPD) guide can help you through the process. This should only happen the first time you log in, and our team are on hand to provide support too.

Workplace Connect will check if the contributions being paid meet the Auto Enrolment minimums. Where they don't, we'll highlight this and users will need to select a reason before they can continue.

For Group Pension Zone (GPZ) users only, please ensure your mandatory fields for your scheme type are correct. Our mandatory fields guide for GPZ clients can help with this.

Another important change is that Workplace Connect will not accept payments for new members that aren't part of the scheme. New members can be added during the pay process, although we'd recommend that all new members are added via the ‘Join Members’ process before the payment schedule is submitted.

Yes, the regulatory timescales for contribution payments remain the same. Payment files must be submitted in time for payments to be received by the 22nd of the month following payroll deductions, e.g. contributions deducted from July payroll must be paid by 22nd August.

Yes, existing scheme terms and conditions apply.