Edit member individual

From this screen you can see if key features or application forms have been produced. You can also tell if the application form has been received and if the member has been marked as ready for upload.

If there’s a date in the key features column, then you can click on it and you’ll get the option to either save or open that document.

To get into the member record to change the details, you must click on their surname. If you have more than one page of members you can search for them using the search bar. Enter as many letters of their surname as you want and select 'Go'. SmartScheme will bring back a list of members matching your criteria.

Alternatively, you can scroll from one page to another using the 'Forward' and 'Back' buttons.

Once you've clicked on the selected member, you can amend the following details.

Personal details

Member details are required for letters, key features and application forms to be produced. SmartScheme will only take valid NI numbers in the format AB123456C.

You can find both postcodes and full addresses by entering either and choosing 'Get post code' or 'Get address'. If there’s more than one address for a postcode, SmartScheme will list these and you should click on the one you want.

Correspondence preference (Unisure schemes only)

Set the correspondence preference to how the documents should be released and who they should be sent to.

Automatic document release defaults to 'Yes'.

'Originals to' determines where the member plan documents are sent, and defaults to 'Scheme servicing agent'. Alternative options are the ‘Scheme administrator’ and the ‘Planholder’.

'Copy to' tells the system whether a secondary sort of documents are to be produced and sent out, and defaults to 'None'. Alternative options are the scheme servicing agent and scheme administrators.

Eligibility

The eligibility questions are set up to make sure that each member you’re adding is eligible to join the scheme. You must still read the questions and make sure that the answers to each question don’t need to be changed.

Earnings details

You should add salary details for all members.

Start date

The start date for the members can’t be before the start date of the scheme.

If a policy has been uploaded and the start date is to be changed we require written confirmation from the employer that it has agreed this change with the members before this can be carried out.

We’ll agree to move the unpaid date of the plan forward to reflect the month that the first contribution was paid, and leave the start date as it originally was.

Please do make sure, though, that all information is correct before uploading, including the start date of plans.

Contributions

Regular contributions may be expressed as a percentage of salary, a flat gross amount or a combination of both. Please make sure that this is indicated clearly by choosing the appropriate option. You also need to choose the frequency of regular contributions.

For employee regular and single contributions please enter the percentage or gross amount.

Please remember that, for all schemes other than version 10, if there’s a mixture of percentage and flat contributions we’ll set up two plans: one for company contributions and one for member contributions. Pension and flat contributions will be shown in the same plan for version 10 schemes.

The 'Opt into tiered contribution rate' defaults to ‘No’ and is only applicable for Unisure schemes who have tiered contributions to be added. If they have this should be set to 'Yes'.

Single contributions can be added and if the single is a transfer you should tick the appropriate box.

Waiver of contribution

The ‘Waiver’ option will be defaulted to 'None' for regular and single contributions unless you’ve changed this on the defaults screen. It’s worth remembering that if the member wants to take waiver you must also fill in the 'Occupation’ and 'Absence' fields before SmartScheme will let you upload the member record.

Waiver can be paid for 'Exclusive' (Unisure only) or 'Inclusive' of the contribution. The default is 'None'.

It can be chosen to be paid by both employee and employer, employee only or employer only. This will default to 'None'. You can add all of these details using the 'Member defaults'.

Once you've filled in all of the relevant details on this screen remember to click on ‘Update’ at the bottom of the screen before moving on to the next. This includes adding a special deal or modifying the commission details.

If you decide after entering the data that you want to disregard it then choose 'Cancel'.

Fund choice

There are three sections on the 'Fund choice' screen which can be updated — regular, contracted-out and single contributions. The totals of the funds you choose must add up to 100%.

If no choice is made in the single or contracted-out sections then future contributions received will be applied using the regular fund chosen.

Common routes from add member full/edit individual

• Edit members all/selection
• Sign-up packs key features/proposals