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In black taskbar at top of screen click on “Back Office” and then “Members/People”
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In one of the search boxes (e.g. Surname) type in the details for the person whose insurances need to change, then push Enter.
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When you locate the correct person, click on the link “View member’s profile”.
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This will take you to that person’s Profile homepage.
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From menu on left, click on “Your Insurance Benefits”, this will bring up that person’s existing insurances.
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From tabs at top-right of this page, click on “Update Insurance Details”
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Choose insurance type from Menu on left-hand side (e.g. VTI)
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Fill in Benefit amount then push Tab key, the premium should automatically populate.
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If person has loading (most don’t) then key in the loading amount.
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Do this for all necessary insurances.
- Click on “Save” button at bottom left of screen.