Prepared for Colliers

Halo employer demonstration

How Halo works for Colliers.

A practical walkthrough of the three areas Colliers would manage as an employer: administration, finance, and governance and compliance.

Start the demonstration Employer resources

Who’s involved

Four parties, one partnership.

  • Employer Colliers
  • Employee A Colliers parent
  • Nursery The child’s nursery
Halo The compliance platform supporting all three
Halo supports the employer, employee and nursery through the setup, management and evidence required for a workplace nursery arrangement.

Today’s walkthrough

Administration, finance and governance.

  1. 1AdministrationActivate Halo, invite employees and approve the arrangements they create.
  2. 2FinanceRun payroll and manage the monthly invoice and payment process.
  3. 3Governance and complianceSupport employee participation and review the aggregated governance evidence.
  4. 4DiscussionReview the operating model, answer questions and agree whether any further information or follow-up would be useful.

Who does what

Your role in running Halo

Halo coordinates the workplace nursery partnership, while your organisation retains several important administrative, financial and governance responsibilities.

01 · Administration

Set up and support your employees

Invite employees, support them through setup and approve the arrangements they create.

Your responsibilities

  • Invite employees to Halo.
  • Help employees understand the arrangement process.
  • Review and approve arrangements created by employees.
  • Keep employee and company information up to date.
  • Complete any actions shown in the employer portal.

Good to knowThe employee creates their own arrangement by adding their child and nursery. The employer reviews and approves it.

See activation and arrangements Go straight to the arrangement journey

02 · Finance

Run payroll and manage the payments

Apply the agreed salary sacrifice through payroll, check nursery invoices and oversee nursery payments and Halo’s service fee.

Your responsibilities

  • Apply the agreed annual salary sacrifice in your payroll software from the arrangement’s effective date.
  • Check that the reduced salary continues to be used in subsequent payroll runs.
  • Reconcile each nursery invoice against the employee’s approved monthly contribution.
  • Ensure the nursery fee, monthly contribution and Halo service fee are aligned.
  • Review the monthly Halo invoice before the service fee is collected by Direct Debit.
  • Confirm that nursery payments have been completed and recorded.

Nursery paymentsYour organisation can pay nurseries directly or use Halo’s optional payment support. Both routes are explained in the monthly finance routine.

See the monthly finance routine

03 · Governance & compliance

Monitor the evidence and support participation

Support employees in participating as representatives of the organisation and review the aggregated evidence in the employer portal.

Your responsibilities

  • Review the aggregated governance evidence in the employer portal.
  • Support employees in contributing to relevant Family Circle activity as representatives of the organisation.
  • Support employees in attending a Family Circle meeting when the nursery identifies that one is required.
  • Retain and review the evidence available through the employer portal.

Where the boundary sitsThe nursery manages Family Circle and determines whether further engagement or a meeting is required. The employer sees aggregated evidence rather than private Family Circle activity.

See how governance is evidenced
Next section: Administration

1 — Administration · Employer activation

Launch Halo for your team.

Create your employer account, complete the required activation steps, activate Halo Pay and invite your employees.

  1. 1Create your employer account
  2. 2Complete the employer agreement
  3. 3Add billing and payment details
  4. 4Activate Halo Pay and invite employees

Colliers’ roleComplete each activation step, then invite the employees who are eligible for the benefit.

Employer activation walkthrough

Guided demonstration — no information is submitted

Step 1 of 10

Activation overview

SelectBegin

The interactive walkthrough needs JavaScript.

Step 1 of 10

What is happening
Why it matters
Employer’s responsibility
Next: Arrangement journey

1 — Administration · Arrangement journey

From an employee request to an active arrangement.

The employee creates the arrangement. Colliers reviews and approves it.

  1. Employee

    Employee creates the arrangement

    The employee accepts their invitation, adds their child and selects their nursery.

  2. Colliers

    Employer reviews and approves it

    Colliers receives an email when the arrangement is ready to review.

  3. Nursery

    Nursery confirms the arrangement

    The nursery confirms that the child attends and completes its partnership steps.

  4. Employee

    Employee signs the addendum

    The employee accepts the current salary-sacrifice addendum.

  5. Live

    Arrangement goes live

    The employer receives the payroll, nursery-payment and Halo-fee information.

Colliers’ roleReview and approve each arrangement when the email arrives. Colliers does not create arrangements.

Setting up a workplace nursery arrangement

Interactive demonstration — fictional data

Step 1 of 7

Employee requests an arrangement

Completed by

Select

The interactive walkthrough needs JavaScript.

Step 1 of 7

What is happening
Note
Next section: Finance

2 — Finance

The regular employer routine.

  1. 1

    Run updated payroll

    Before running payroll, check each active arrangement and apply the employee’s agreed salary sacrifice from the correct effective date.

  2. 2

    Check and pay nursery invoices

    Confirm that each nursery invoice matches the active arrangement and pay the agreed nursery fee directly to the nursery.

  3. 3

    Review Halo’s service fee

    Review Halo’s monthly invoice and the service-fee collection made through Direct Debit.

Complete portal actionsRecord the required payroll and nursery-payment confirmations and complete any actions shown in your portal.

This walkthroughThis walkthrough demonstrates Option A: Colliers manages the monthly finance process and pays each nursery directly.

Managing your workplace nursery benefit each month

Interactive demonstration — fictional data

Step 1 of 8

Monthly overview

Where

Select

The interactive walkthrough needs JavaScript.

Step 1 of 8

What is happening
Remember

Audit log so far

    02 · Finance

    How nursery payments are made

    There are two ways to manage nursery payments.

    The walkthrough above demonstrates Option A, which is the typical employer-managed process. If Option B would be more suitable for Colliers, we can discuss the payment flow and provide an estimated cost.

    Option A Typical employer-managed process

    Colliers pays each nursery

    Colliers checks each nursery invoice against the corresponding active arrangement and pays the nursery through its usual finance process.

    The monthly walkthrough demonstrates the payroll, reconciliation and payment tasks involved in this option.

    Option B Halo-managed payments

    Halo manages the nursery payments

    Halo is already set up to manage nursery payments through Stripe.

    Colliers confirms the approved arrangements and payment amounts, and Halo manages the individual payments to participating nurseries on Colliers’ behalf.

    Cost of Halo-managed payments

    Halo does not charge an additional service fee for running this payment process. Colliers would only pay the applicable Stripe transaction fees, which depend on the number and value of payments processed.

    If this option is of interest, Halo can explain the full payment and reconciliation process and provide an estimated monthly transaction cost based on Colliers’ expected number of arrangements.

    In either option, Colliers retains oversight of the approved arrangements, payroll changes and nursery-payment amounts.

    Illustrative example

    How one arrangement might look

    Figures are for illustration only. Every employee’s salary, sacrifice and nursery fee is set by their own arrangement.

    Employee salary before sacrifice
    £50,000
    Monthly salary sacrifice
    £1,000
    Annual salary sacrifice
    £12,000
    Revised annual salary
    £38,000
    Agreed nursery payment
    £1,000 per month
    Next section: Governance

    3 — Governance and compliance

    Governance and employer responsibilities.

    How governance works

    1. Stage 1

      Nursery manages

      Chooses its Family Circle edition and manages Feed activity, meetings and governance records.

    2. Stage 2

      Employees participate

      Contribute as representatives of Colliers through the nursery’s chosen approach.

    3. Stage 3

      Colliers maintains oversight

      Reviews the aggregated governance position and supports employees where further participation is needed.

    Halo Halo and Family Circle organise the evidence and feed the aggregated position into the employer portal.

    Two editions for nurseries

    Full Edition

    Includes the governance tools alongside wider communication and nursery-management features. It is designed to support nursery-family engagement and help nurseries improve the wider management of their setting.

    Governance Edition

    A more focused edition that removes the wider communication and nursery-management tools while retaining the functionality needed to support and evidence governance.

    The nursery selects the edition that best suits its setting. Parents and participating employees use the same edition selected by their nursery.

    Both editions support:

    • Asynchronous governance evidence through relevant Feed activity
    • Family Circle meetings
    • A combination of Feed activity and meetings

    The nursery decides which approach works best for its setting.

    How ongoing governance is evidenced

    Interactive demonstration — fictional data

    Choose a route

    How ongoing governance is evidenced

    On screen

    Select

    The interactive walkthrough needs JavaScript.

    Choose a route

    What is happening
    Remember

    Who does what in governance

    • The nursery manages Family Circle and chooses how to gather the evidence.
    • Employees participate as representatives of Colliers.
    • Colliers supports employees where participation is required.
    • Halo organises the evidence and provides an aggregated employer view.

    Colliers is not expected to attend the nursery’s Family Circle activity directly.

    Next section: Discussion

    4 — Discussion

    Discussion and next steps

    You have now seen the three main areas involved in operating Halo as an employer: administration, finance, and governance and compliance.

    Halo can provide any additional information needed following the demonstration. We can agree the most appropriate next step once Colliers has completed its initial review.

    Back to the top

    Optional Reference

    Optional employer portal tour

    We have included a complete portal tour for reference. During the demonstration, we will introduce the relevant areas of the portal as we work through administration, finance and governance.

    • Home

      Compliance position and outstanding actions

    • Employees

      Invitations, details and employment status

    • Arrangements

      Requests, approvals and active arrangements

    • Payments

      Payroll records and nursery payments

    • Compliance

      Contracts, documents and management evidence

    • Audit log

      A chronological activity record

    • Settings

      Company, billing, payroll and team details

    Colliers’ roleCheck Home regularly and complete the outstanding actions it shows.

    Employer portal walkthrough

    Guided demonstration — no information is submitted

    Section 1 of 7

    Home

    Try

    The interactive walkthrough needs JavaScript.

    Section 1 of 7

    What this area is for
    What the employer does here
    Example
    Clarification
    Employer’s responsibility
    Back to Discussion