Halo Employer · Resource guide

Your employer portal

Your Halo employer portal brings together the employees, arrangements, payments and records involved in running your workplace nursery benefit. This guide provides a quick overview of each area.

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Resource guide

Your employer portal

Your Halo employer portal brings together the employees, arrangements, payments and records involved in running your workplace nursery benefit. This guide provides a quick overview of each area.

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Home

Home shows your current compliance position and highlights anything requiring your attention across the financing and management of your programme.

Employees

Use Employees to invite and approve employees, monitor invitations and manage employees already on Halo.

An employee must be approved before they can create an arrangement.

The Employees page showing counts for employees on Halo, pending invites and pending review, an Invite Employee button, and a table of employees with name, email, salary, benefits and status. — Invite employees, monitor pending invitations and review the people currently on Halo.

Arrangements

Arrangements shows the childcare arrangements created by your employees and the approval stage each one has reached.

Open an arrangement to review the employee, child, nursery, contribution, start date and signed addendum. You can also edit permitted details or cancel an arrangement where required.

The Arrangements page showing counts for active, awaiting signature and awaiting nursery arrangements, a search box and status filter, and arrangement cards listing child, nursery, employee, monthly amount and approval stages. — Search, filter and review workplace nursery arrangements and their approval status.

An individual arrangement record showing approval status, the signed Employee Contract Addendum with a Download Addendum button, nursery fee, contribution, frequency, and child, nursery and employee details. — The arrangement overview contains its full details, approval history and signed addendum.

Payroll and Finance

This area contains:

Payment Confirmations: Confirm that you have paid the nursery for the relevant arrangement and period.
Payroll: Review the tax and National Insurance information held for participating employees.

Halo does not receive or transfer nursery payments. The nursery invoices you directly, and you pay it through your usual payment process.

The Payment Confirmations tab of Payroll and Finance showing pending and confirmed counts and a list of arrangements with their monthly amounts and confirmation status. — Review and confirm the nursery payments connected with each active arrangement.

The Payroll tab showing a table of employees with their email address, National Insurance number, tax code and National Insurance category. — Review the payroll information held for employees participating in Halo.

Compliance

Compliance brings together the agreements, documents and evidence supporting your workplace nursery programme.

HMRC Audit

Review your audit-readiness score, outstanding actions and evidence checks.

Pass means the required evidence is present, Fail means evidence or action is required, and N/A means the check is not currently applicable or due.

The HMRC Audit tab of the Compliance area showing an audit readiness percentage, checks passing, NMW pay-floor and last audit pack tiles, and the start of the HMRC audit checklist. — Review your audit-readiness score and the status of each Section 318 evidence check.

Contracts

Review, accept and download agreements connected with your Halo account and employee arrangements.

Documents

Upload, search and manage supporting records such as policies, payroll confirmations, nursery invoices, registrations, declarations and board resolutions.

AI Assistant

Ask questions about the employees, arrangements, documents and compliance information held in your account. The assistant does not provide legal or tax advice.

Management and Finance

Review the financial, payroll and governance evidence produced through the operation of your programme.

This includes programme funding, payroll confirmations, arrangement evidence and governance activity. It is a self-evaluation tool and does not guarantee a particular compliance, tax or HMRC outcome.

The Management and Finance tab showing an explanatory note and finance evidence tiles for estimated yearly investment, funding portion, service portion, Halo fee taken and employer saving. — Review the finance, payroll, arrangement and governance evidence produced through your workplace nursery programme.

Audit Log

The Audit Log provides a chronological record of activity across your arrangements, showing what happened, who completed it and when.

This is separate from HMRC Audit, which shows whether the required evidence is present.

The Audit Log page showing total entries and last seven days counts, a search box, and a table of events with timestamp, actor, event type and arrangement reference. — Search the chronological record of actions completed across your arrangements.

Profile

Profile contains your company, team and personal account settings.

Company: Review company details, bank information, Direct Debit status and payroll schedule.
Team: Invite colleagues and manage their portal access.
My Account: View your login email, reset your password or sign out.

Review your company details, bank account, billing status, Direct Debit and payroll schedule.

Invite colleagues and manage access to your employer portal.

Manage your personal login and account information.