Group Schemes
Groups schemes can only be set up on a Business Client and must have Staff Members already set up. Further information on staff members is available here.
From your business client, go to Add New
From the drop-down list the appears, select Plan.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-151016_9nhlbx.png)
Add in the information as you would for a normal plan, but select Yes when it asks if this plan should be a Group Scheme.
This option only appears after selecting the plan type
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-151751_l8asg0.png)
Once saved, go into the new plan.
Select Add in the top right
From the dropdown list that appears, select Scheme Member
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-155748_11wttgz.png)
Select the appropriate client. This client must already be listed as a Staff Member for the business. Further information on this is available here.
Select the status.
Enter in the policy number.
Select the on-risk date.
Enter their workplace location
Input their employment division
Save when ready.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-11-30-at-161105_47v936.png)
Go into the plan and select the Scheme Members tab.
Here you’ll see a list of all the members of the group scheme, along with their details.
Under the Actions column there is a pen and a bin icon. The pen allows you to edit the scheme member’s details while the bin icon lets you delete the scheme member from this plan.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-161529_g2xr9z.png)
Sub Schemes can be added within existing Group Schemes.
Select Add
Choose Sub Scheme
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-162334_hkpo17.png)
Enter a name for the sub-scheme
Select the status of the sub-scheme
Input the sub-scheme policy number
Enter the on-risk date
Save when ready!
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-11-30-at-161444_1lp9865.png)
Please note: When creating a sub-scheme, there must not be any group members currently in the main group scheme.
Creating a Group Scheme
From your business client, go to Add New
From the drop-down list the appears, select Plan.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-151016_9nhlbx.png)
Add in the information as you would for a normal plan, but select Yes when it asks if this plan should be a Group Scheme.
This option only appears after selecting the plan type
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-151751_l8asg0.png)
Once saved, go into the new plan.
Select Add in the top right
From the dropdown list that appears, select Scheme Member
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-155748_11wttgz.png)
Select the appropriate client. This client must already be listed as a Staff Member for the business. Further information on this is available here.
Select the status.
Enter in the policy number.
Select the on-risk date.
Enter their workplace location
Input their employment division
Save when ready.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-11-30-at-161105_47v936.png)
Editing Group Scheme Members
Go into the plan and select the Scheme Members tab.
Here you’ll see a list of all the members of the group scheme, along with their details.
Under the Actions column there is a pen and a bin icon. The pen allows you to edit the scheme member’s details while the bin icon lets you delete the scheme member from this plan.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-161529_g2xr9z.png)
Sub Schemes
Sub Schemes can be added within existing Group Schemes.
Select Add
Choose Sub Scheme
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-162334_hkpo17.png)
Enter a name for the sub-scheme
Select the status of the sub-scheme
Input the sub-scheme policy number
Enter the on-risk date
Save when ready!
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-11-30-at-161444_1lp9865.png)
Please note: When creating a sub-scheme, there must not be any group members currently in the main group scheme.
Updated on: 31/07/2024
Thank you!