How do I create a membership schedule for a corporate client?
Last Modified on 30/04/2018 12:33 pm BST
This article will explain how to create a membership schedule for your corporate clients schemes. This may be useful as a review document or to be issued to the employer for record keeping purposes.
Select your corporate client, select Holdings from the left hand menu and the Schemes tab: Select the relevant scheme and select Membership from the menu on the left hand side. A list of current members will be displayed: Select the link at the bottom of the screen - Create a member review schedule: The document can be printed or saved as 'PDF'