compass - nhsbsa · introduction this presentation has been created to familiarise you with the use...
TRANSCRIPT
Introduction
This presentation has been created to familiarise you with the use of Compass as a Performer. A
preceding presentation should have familiarised you with registering on Compass and logging in.
Click next to continue.
Next
In the My Profile area, you can change
personal details such as your contact
email address and your Contact Centre
support password.
To see more detail about the items
within My Profile, click one of the two
options under the arrow to the left.
To return to the menu, click Back To
Performer Homepage.
Self Service Personal Details
Here you can change your personal
details, such as your correspondence
email address and security question
for your account.
Click one of the options to the left.
Support Password Maintenance
You can update your Contact Centre
support password here. This is used to
verify your identity if you call the NHS
Dental Services helpdesk.
Click one of the options to the left.
Here, you can search for your
performer record and any contracts
you’ve worked on, including your Net
Pensionable Earnings.
To see more detail about the items
within Performer, click one of the
three options under the arrow to the
left. To return to the menu, click Back
To Performer Homepage.
Performer Contract Search
You can view any contracts you have
been attached to here, along with the
history of your estimated Net
Pensionable Earnings.
Click one of the options to the left.
Performer Search
You can review your personal details
here, including your GDC number,
Compass user name and contact
details.
Click one of the options to the left.
Performer Self Service Personal Details
In this area, you can change the details
of your Compass account including your
correspondence email address or the
security question used to reset your
account.
Click one of the options to the left.
This is where you’ll find your historical
NHS Pension records. You can also
carry out tasks such as the Annual
Reconciliation Report (ARR), apply for
Additional Pension and opt out of the
NHS Pension Scheme.
To see more detail about the items
within Pensions, click one of the six
options under the arrow to the left.
To return to the menu, click Back To
Performer Homepage.
ARR Contract Selection
This area is used to complete the
Annual Reconciliation Report.
Click one of the options to the left.
Pension Contribution Search
You can view a breakdown of your
pension contributions for each year
here.
Click one of the options to the left.
Pension Scheme Member Search
Use this section to view Periods of
Service with NHS Dental Services, tier
ratings for each financial year and the
status of any pension forms you have
submitted through Compass (such as
a request for a refund of NHS Pension
contributions).
Click one of the options to the left.
Pension Tasks
In this folder, you can access a list of
pension request forms that you can
submit electronically through
Compass. You can also track the
status of these forms online using
Pension Scheme Member Search.
Click one of the options to the left.
Within the Payments folder, you can
access your monthly schedules,
request SFE payments (such as
maternity/paternity pay) and view
payment adjustments that have been
made against your performer number.
To see more detail about the items
within Payments, click one of the four
options under the arrow to the left.
To return to the menu, click Back To
Performer Homepage.
Monthly Statements
View and download your current and
previous monthly schedules.
Click one of the options to the left.
Payment Adjustment Update
Here, you can send requests for
payments (such as applications for
maternity/paternity pay) and submit
any evidence required as attachments.
You can also view the status of these
applications here and see any
previous payments made to you.
Click one of the options to the left.
Payment Adjustment Approval
If you have pending payment
adjustments which require
authorisation, you can view and
authorise them in here.
Click one of the options to the left.
Here you can search for FP17 forms
that have been sent to NHS Dental
Services and check your current UDA
figures.
To see more detail about the items
within Payments, click one of the four
options under the arrow to the left.
To return to the menu, click Back To
Performer Homepage.
Activity Search (Detail)
You can search for the status of any
individual FP17 forms here. Compass
will also allow you to make
amendments if you need to change
any of the FP17 details after
processing. These changes will be
reflected on the next available
payment schedule.
Click one of the options to the left.
Amend Search (Summary)
Use this facility to check your up to
date UDA.
Click one of the options to the left.
In the Reporting area, you can access
reports that are unique to you (such as
your annual SD86c certificate).
To see more detail about the items
within Payments, click one of the two
options under the arrow to the left.
To return to the menu, click Back To
Performer Homepage.
SD86c Document Lookup
Find copies of your previous SD86c
certificates.
Click one of the options to the left.