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Employer toolkit

The employer toolkit offers guidance and support throughout the statement delivery.

The toolkit includes:

If you’ve outsourced payroll or pension services, it’s important that you make sure your provider can support you.

For help on this, you can contact us.

Roles and responsibilities

We've set out guidance in this section about what is needed from you. This includes:

  • providing accurate and up to date data
  • local promotion of Total Reward Statements and Annual Benefit Statements
  • regularly communicating with your employees
  • managing employee queries

Accurate up to date data

We need accurate data to be able to process and produce the Total Reward Statements and Annual Benefit Statements.

Managing statements in your area

The HR Director / HR lead is the key contact for your organisation unless you tell us otherwise.

They're accountable for the overall delivery of TRS/ABS in your organisation. We also need a contact for day-to-day management of TRS in your organisation. We'll contact this person if, for example, there's issues with pension and employee data.

If you want to nominate a different Total Reward Statement contact then email:

How to view your organisation's access rate (ESR organisations)

The ESR system provides employers with a number of periodic reports that allow you to see how many of your employees are accessing their Total Reward Statement (TRS). These are:

Weekly TR SAC (Statement Access Counts) files (Excel: 10.3KB) are sent to employers. This report contains the overall counts of statements available and counts of unique views (by ESR employee number) since the upload and for the week.

Monthly TR DMD files (Excel: 107KB) contain a summary of key ESR data items which require some data cleansing that are used to generate a TRS statement for an employee.

Annual TR DMD report (Excel: 18.4KB) for the individual VPD.

If you have any queries about these reports please contact ESR.