> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eosb.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up and activate an employer

> Create the employer's EOSB trust, appoint the trustee and fund manager, confirm the bank account and activate the employer.

A verified employer cannot register employees or fund their trust until you activate them. Activation has four parts: the EOSB trust, the trustee, the fund manager and the trust bank account. The employer follows your progress on their own Activation tab.

<Info>
  **Where:** **Employment** › **Overview** › the employer › **Open employer records**. **Before you start:** the regulator must have approved the employer, and the trustee and fund manager you will appoint must be verified. Have the trust bank account details to hand.
</Info>

## Open the employer

Select **Employment**. Under **Overview**, find the employer (status **Verified inactive**) and select **Open employer records**.

<Frame caption="An employer's record">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/employers/record-overview.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=9aee05c6e5105cf9aa49fd1a551dbcc3" alt="Kambia Agro Processing Ltd record with the Overview, Employee list, Activation and EOSB trust tabs, the Activation checks figure and the Profile marked 1 to 3" width="2880" height="1800" data-path="images/admin/employers/record-overview.png" />
</Frame>

1. The record's tabs: **Overview**, **Employee list**, **Activation** and **EOSB trust**.
2. **Activation checks** — how many of the six readiness checks pass.
3. **Profile** — the appointed trustee and fund manager, and the trust bank account.

## Check what is missing

Select **Activation**. **Readiness** lists the six checks.

<Frame caption="A newly verified employer: the trust, trustee and fund manager are missing">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/activation/readiness-after-trust.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=ee0c0db39e55b0d31992c283a1f27f2f" alt="Readiness requirements: Trust established, Trustee appointed and Fund manager appointed Missing; Bank account confirmed, Trust assignment ready and No activation restriction Passed" width="2880" height="1800" data-path="images/admin/activation/readiness-after-trust.png" />
</Frame>

| Check | How it passes |
| - | - |
| Trust established | Create the EOSB trust (below). |
| Trustee appointed | Choose the trustee in the trust, or under **Trustee**. |
| Fund manager appointed | Choose the fund manager in the trust, or under **Fund manager**. |
| Bank account confirmed | Save the trust bank account under **Bank account**. |
| Trust assignment ready | Every registered employee is assigned to a trust. Passes on its own for a new employer. |
| No activation restriction | No restriction is on file. |

## 1. Create the EOSB trust

Select the **EOSB trust** tab.

<Frame caption="The trust form">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/activation/trust-form.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=0ae4fda8571af66709a4752799933170" alt="Create employer EOSB Trust form with Trust structure, Provider appointments, Funding readiness and Submit trust marked 1 to 4" width="2880" height="2200" data-path="images/admin/activation/trust-form.png" />
</Frame>

<Steps>
  <Step title="Trust structure (1)">
    The employer profile ID is filled in. Enter the **Trust name**, for example "Bo Rice Mills EOSB Trust". Keep **Official platform service model** unless the employer has its own trustee arrangement. Choose who the trust covers under **Coverage type** and describe it under **Coverage scope**, for example "Permanent and fixed-term staff".
  </Step>

  <Step title="Provider appointments (2)">
    Choose the **Trustee provider** and **Fund manager provider**. Only verified providers are listed. Type in the box to search.
  </Step>

  <Step title="Funding readiness (3)">
    The **Funding account name** and **Funding account number** of the trust bank account the employer pays into, the **Effective date** of the trust, and any notes.
  </Step>

  <Step title="Submit trust (4)">
    The form checks the details and shows a summary. **Save draft** keeps the form without creating the trust.
  </Step>
</Steps>

<Frame caption="Check the trust before creating it">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/activation/trust-review.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=0dbfca16bf84c77250dcff81d0223c73" alt="Trust details ready for final submission with Back to edit and Confirm trust creation marked 1 and 2" width="2880" height="1800" data-path="images/admin/activation/trust-review.png" />
</Frame>

Select **Confirm trust creation** (2). The trust, trustee and fund manager checks now pass.

## 2. Trustee and fund manager

If you chose the providers in the trust, there is nothing more to do. To change a provider later, select **Activation**, then **Trustee** or **Fund manager**, choose the provider (1) and save (2).

<Frame caption="Appointing the trustee">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/activation/trustee.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=21896b6cc83fe0bd7b6540a43d3b5b8a" alt="Select trustee with Provider and Save trustee marked 1 and 2" width="2880" height="1800" data-path="images/admin/activation/trustee.png" />
</Frame>

## 3. Confirm the bank account

Select **Bank account**, enter the **Bank name** (1), **Account name** (2) and **Account reference** (3) of the trust bank account, and select **Save bank account** (4).

<Frame caption="The trust bank account">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/activation/bank-account.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=166e9be83836103a0693f505302166d6" alt="Bank account details with Bank name, Account name, Account reference and Save bank account marked 1 to 4" width="2880" height="1800" data-path="images/admin/activation/bank-account.png" />
</Frame>

## 4. Activate

Select the **Activation** pane (the last tab under **Activation**).

<Frame caption="The activation decision">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/activation/activate.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=5b1daf9e2a24310a1d0676b01171c105" alt="Activate employer account with Activation decision, Restriction reason, Activation comments and Activate employer marked 1 to 4" width="2880" height="1800" data-path="images/admin/activation/activate.png" />
</Frame>

1. **Activation decision** — **Activate**, or activate with restrictions.
2. **Restriction reason** — only when you activate with restrictions.
3. **Activation comments** — kept on the employer's record.
4. **Activate employer** — available once every check passes. The panel on the right shows which checks are still open.

<Frame caption="The employer is active">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/activation/activated.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=8e6713dd0b24ca0908071d34c44985ab" alt="Employer account already active, with every readiness check ticked and the message Employer activated by ssa.admin" width="2880" height="1800" data-path="images/admin/activation/activated.png" />
</Frame>

The message **Employer activated by ssa.admin** confirms it. The employer can now register employees and fund their trust.

<Note>
  The status badge at the top of the record keeps showing **Verified inactive** until you leave the record and open it again.
</Note>

## What happens next

The employer gets an **Employer account activated** notification and can register employees straight away. Each employee is assigned to the trust automatically and their opening balance is calculated. From the next month-end, their benefit accrues every month.

## The trusts list

**Employment › Trusts** lists every EOSB trust, its employer, how many employees it covers and its status. **Open trust** shows the trust record with its trustee and fund manager.

<Frame caption="A trust record">
  <img src="https://mintcdn.com/eosb/GRy-Q58mCmjMCd_D/images/admin/employers/trust-detail.png?fit=max&auto=format&n=GRy-Q58mCmjMCd_D&q=85&s=e2f27171003873662b6dcaa70e92e430" alt="Sierra Leone Brewery Staff Co-operative EOSB Trust record: trust ID, status Established, employer, 5 assigned employees, trustee and fund manager" width="2880" height="1800" data-path="images/admin/employers/trust-detail.png" />
</Frame>


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