Employee self-service

A portal your employees will actually use

Transparent access to pay, pension, and tax documents. Employees manage their own payslips, holiday requests, and personal details — without chasing HR.

Employee portal

What employees can do

Payslip Preview

Employees see their upcoming payslip during the preview window with a full breakdown of gross pay, deductions, and net pay. They can adjust their pension contribution before payroll is finalised.

  • Full payslip breakdown during preview window
  • Gross pay, tax, NI, pension, and net pay visible
  • Adjust pension contribution before finalisation
  • Deadline countdown for changes

Pension Management

An interactive pension calculator with live tax-impact modelling. Employees see exactly how contribution changes affect take-home pay — plus an AI advisor for personalised guidance.

  • Interactive calculator with 0.5% slider
  • Live tax-impact modelling
  • AI pension advisor for personalised guidance
  • Historical contribution rates

Document Downloads

PDF payslips for the current period and full history. P60 certificates at year-end and P45 documents on departure — all available instantly from the portal.

  • PDF payslips (current + full history)
  • P60 certificates
  • P45 on departure
  • Download anytime, no admin needed

Holiday & Absences

Request holidays with half-day support, track live allowance balances, and manage carry-over. Subscribe to an absence calendar (ICS) that syncs with any calendar app.

  • Request holidays with half-day support
  • Live allowance balance
  • Carry-over tracking
  • Absence calendar subscription (ICS)

Overtime & Expenses

Submit overtime entries with configurable multipliers and expense claims with receipt uploads. Track request status from submission through to approval and payment.

  • Submit overtime with multipliers
  • Expense claims with receipt uploads
  • Request status tracking
  • Full history of submissions

Personal Settings

Employees update their own bank details, manage email notification preferences per category, set up MFA, and view their profile — without raising a support ticket.

  • Bank details management
  • Email preferences per category
  • MFA management
  • Profile viewing
Preview phase

How the preview phase works

A three-step process that gives employees a window to review and adjust their pay before it's finalised.

1

Admin releases preview

After running payroll, the admin releases payslips for preview. Employees receive an email notification that their upcoming payslip is ready to review.

2

Employee reviews & adjusts

Employees log in to see a full breakdown of their pay. During the preview window, they can adjust their pension contribution with live tax-impact modelling and see the changes reflected instantly.

3

Admin finalises

Once the preview window closes, the admin reviews any employee-initiated changes and finalises payroll. Payslips are locked and PDF documents are generated for download.

Pension tools

Pension features employees actually use

Every employee gets access to pension tools that help them make informed decisions — without calling HR.

Live Tax-Impact Modelling

Employees adjust a slider and see exactly how a contribution change affects their take-home pay, income tax, and National Insurance — in real time.

  • 0.5% increment slider from minimum to maximum
  • Instant recalculation of PAYE, NI, and net pay
  • Shows tax relief offset clearly
  • Monthly and annual projections
  • Tax-efficient limit warnings (£60,000 annual allowance)
  • Works with salary sacrifice and net pay arrangements

AI Pension Advisor

A built-in conversational advisor that explains pension concepts in plain English — personalised to each employee's salary, tax code, and current contributions.

  • Explains salary sacrifice vs net pay arrangement
  • Personalised savings calculations
  • Long-term projection guidance
  • Tax bracket awareness
  • Employer contribution context
  • Suggested follow-up questions

Preview Window Adjustments

During the payslip preview window, employees can adjust their pension contribution with full tax-impact visibility — before payroll is finalised.

  • Adjustment deadline countdown visible to employees
  • Confirmation dialog with full impact summary
  • Optional "apply to future payslips" toggle
  • Reason field for admin visibility
  • Email notification to admins on change
  • Changes reflected instantly in the preview payslip

Pension History

Month-by-month view of past contribution rates. Read-only for completed periods, adjustable during preview windows.

Opt-Out Wizard

Multi-step guided process: information, confirmation, processing, result. Shows contribution refund calculation and 3-year re-enrolment date.

Adjustment Deadlines

Countdown timer showing when the pension adjustment window closes. Email notifications when a preview window opens.

Opted-Out Status

Clear banner showing opt-out status and upcoming re-enrolment date. Employees always know where they stand.

FAQs

Self-service questions

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