Overview

This article explains how to change an existing staff member's scheme and benefits.

Instructions

Follow these steps to make changes to an employee's scheme and benefits:

1. Search for the person using the search bar, or locate them in the Organisation Chart and select their name.

2. Select the Employment section in the Personal tab in their record:

   

3. Select the expand icon to view the record full screen:
   
4. Where an employee has multiple jobs recorded, select the Job whose details you want to update.

5. Scroll down to the Schemes & Benefits card. Either:

   

   1. Select the Scheme & Benefit you want to edit.
   2. Select Add New to add an extra Scheme & Benefit. If adding a new one, when prompted, choose the scheme / benefit you want to add.
6. When prompted:
   
   1. Select / enter a new applicable date in Make a new edit on.
   2. Select Add new.
7. In the case of editing a Scheme & Benefit that has been inherited, toggle the padlock to on to make changes:
   
8. Make your changes as required.
9. Select Save.

Outcome

The employee's Scheme & Benefits will be updated. A message will be displayed confirming any changes:

Updated 03 February 2026 15:10