Opt-outs
Opt-out notifications from Smart Pension, so a case can see who has opted out.
Smart Pension + PaperThread
Connect Smart Pension so PaperThread can answer pension questions and surface opt-outs or contribution gaps.
How it integrates with Smart Pension.
Contribution gaps
Contribution schedules are read so a contribution gap can be surfaced from Smart Pension.
Not a full roster
The enquiry list is built from opt-outs. It is not a complete member list of everyone enrolled.
Approved enrolment
A worker enrolment can be prepared only where permitted, and it stays with a person for approval.
How PaperThread puts that
context to work.
Read context
Answer pension questions from Smart Pension opt-outs and contribution gaps.
Prepare actions
Prepare a follow-up from an opt-out or a contribution gap.
Route work
Send the next step to the person who owns it.
Update supported items
Prepare a worker enrolment only where permitted. PaperThread does not enrol a worker without approval.
Hand off to a person
Assign a person when the Smart Pension connection cannot finish the action.
Common questions, clear answers.
Answers for this connection, including what PaperThread can read and what still needs a person.
It answers pension questions and surfaces opt-outs or contribution gaps, so the next step uses the Smart Pension signals rather than a pasted export.
Opt-outs and contribution schedules. The enquiry list is not a complete member list. PaperThread does not present opt-outs as everyone enrolled in the scheme.
A worker enrolment can be prepared only where permitted. PaperThread does not enrol a worker without approval, and it does not write a contribution amount on its own.
No. Smart Pension stays the pension record. PaperThread uses that connection to answer questions, surface opt-outs or contribution gaps, and keep the case open.
PaperThread keeps the case open, assigns a human step, and records what still needs to happen. An unsupported action is not marked done.
A workspace admin enters the Employer ID, OAuth client ID, and client secret. The credentials are stored in the credential vault.
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Connect Smart Pension to PaperThread.
Answer pension questions from Smart Pension, surface opt-outs or contribution gaps, and keep anything unfinished with a person.