Register employers
Submit an employer’s registration and documents for the regulator to verify.
Set up and activate employers
Create the employer’s EOSB trust, appoint its trustee and fund manager, confirm its bank account and activate it.
Work on an employer's behalf
Register and update employees, and decide on employee record changes.
Register trustees and fund managers
Submit official and independent providers for verification, and see the trusts each one serves.
Pay out benefits
Pay employees whose final settlement the trustee has approved.
Monthly accrual
Check each month-end calculation ran, and clear what it could not calculate.
Approvals monitor
See every decision the platform is waiting on, and remind whoever holds it up.
Users, benchmarks and PSPs
Create user accounts, maintain investment benchmarks and register payment service providers.
How an employer comes on board
1
You register the employer
Fill in the registration form and upload the certificate of registration and tax evidence. See Register an employer.
2
The regulator verifies it
The registration goes to MELSS. When the regulator approves it, the employer gets a user account and shows under Employment as Verified inactive.
3
You set the employer up
Create the EOSB trust, appoint the trustee and fund manager, and confirm the trust bank account. See Set up and activate an employer.
4
You activate it
Once every readiness check passes, activate the employer. They can then register employees and fund their trust.
Find what you need
- Setting up
- Every day
- Every month
- When something happens
On a new platform, in this order:
- Create user accounts for the other administrators and the regulator officers.
- Register the official trustee and fund manager and have the regulator verify them.
- Create benchmarks and register payment service providers.
- Start registering employers.