Opt-outs
Opt-out notifications from Nest, so a case can see who has opted out.
Connect Nest so PaperThread can answer UK pension questions and surface opt-outs or contribution gaps.
Opt-out notifications from Nest, so a case can see who has opted out.
Stopped contributions and contribution schedules are read so a gap can be surfaced.
Enquiry reads are not a complete member list. The full roster stays on Nest until Enrol Workers is submitted.
A worker enrolment can be prepared only where permitted, and it stays with a person for approval.
Answer UK pension questions from Nest opt-outs and contribution gaps.
Prepare a follow-up from an opt-out or a contribution gap.
Send the next step to the person who owns it.
Prepare a worker enrolment only where permitted. PaperThread does not enrol a worker without approval.
Assign a person when the Nest connection cannot finish the action.
Answers for this connection, including what PaperThread can read and what still needs a person.
Answer UK pension questions from Nest, surface opt-outs or contribution gaps, and keep anything unfinished with a person.