Schemes - an overview

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Use the schemes icon on the outlook bar to set up schemes where you have multiple employees receiving the same benefit, e.g. BUPA single cover.


Any number of schemes may be set up in the system, including health schemes.


The schemes screen is split into two parts.


The top part of the screen lists all the schemes entered into the data file.


In addition, the error status of the scheme is shown at the beginning of each row.


The lower part of the screen contains the details for the selected scheme on two tab-sheets:

Costs tab

Allocations tab

Note: Where you have individual unique benefits rather than schemes applicable to multiple employees, or your data comes in spreadsheet format from your provider, you may prefer to add the benefits as Other Benefits