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Your Account

Onboarding information

Managing Your Account

Getting Started

Welcome to EPM

Your Onboarding Process with EPM

Phase 1

DBS Declaration for New Customers

Guidance on Completing the HR Spreadsheet for Support and Teachers

HR Take On Spreadsheet

New School Transfer Information Sheet

Phase 2

Payroll Exit Data - April Only

Payroll Exit Data - New PAYE Reference

Payroll Exit Data - Same PAYE Reference Mid Year

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Teachers Pensions Delegation Form

Phase 3

Confirmation of Authorised Signatures

Current Casework Disclosure

Privacy Notice Suggested Text for School Workforce

Checklist

HR Checklist

Payroll and Pensions Checklist

View EPM guides