Adding a single member to a scheme

Within the Membership section of a group scheme, use the +Add record button.

Now complete the fields which are displayed on the page:

In the ‘Staff member’ box the drop down list is the master employee list for the corporate client. Select the ‘staff member’ to be added to the scheme.

 If the person you are trying to add is not in the drop down list then they must be added as an employee before you can continue.  Complete all of the relevant fields – the system does indicate which these are by making them red:

The staff member now appears in the membership list of the group scheme under the appropriate tab.  There will be some information on this record which will need completing. Click onto the record and complete as appropriate.