Group Schemes - Batch Member Speadsheet

The batch member spreadsheet allows you to copy and paste scheme information and import the details into Client Care Desktop.

You can use the spreadsheet to import the following information:

New Members

Leavers

Salary Changes

Member Updates

Transfers In

You can download the attached spreadsheet here -  batchmemberspreadsheet.xls

Once completed, navigate to CCD> Updates> Schemes to import.