Log in to the system from the Logon page.
Click clients.
The Welcome screen will be displayed.
This facility allows you to find members for a particular product.
From the main menu on top, click Products.
The Product Selection screen will be displayed.
Click on a hyperlinked Product Name.
The Selection screen will be displayed.
Select the required scheme by clicking the hyperlinked product code.
Note:
To view more products, click Next. To find a specific product, insert the product code (in full or partly) and click SEARCH.
The selected product will be displayed.
A sub-menu will be displayed on the left.
To view existing members, select Policyholder List on the sub-menu on the left. The Member List screen will be displayed.
You can search for specific members. For more information on using the search criteria, refer to Searching for Records under Reports.
The selected member will be displayed at the top of the list.
To view the member details, click on the hyperlinked name in the Surname column.
From the main menu on top, click Members. The JU3AO List of Members for a Scheme/Pay Centre screen will be displayed.
The steps described below are accessed via the Clients > Member>Members menus. For an alternative access method, refer to Persons.
On the JU3AO List of Members for a Scheme/Pay Centre screen, capture a scheme code in the Scheme field. A pay centre may also be captured in the Pay Centre field if you wish to refine the search. Click SEARCH.
The detail part of the JU3AO List of Members for a Scheme/Pay Centre screen will expand to display the results of the search.
To view all members of a scheme, click SEARCH ON MEMBERSHIP. TheJU3AO Search Criteria screen will be displayed.
Field notes:
* denotes mandatory fields
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Scheme |
To list all members, enter only the scheme identifier. Alternatively, click LIST alongside the field. This links to the JU1BK List screen. This screen displays a list of schemes to select from. Highlight the required Scheme, and click SELECT. |
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Pay Centre |
To list all members for a specific pay centre, or to display the history of a member’s association to all pay centres, enter the pay centre as well. Alternatively, click LIST alongside the field. This links to the JU1DL Scheme Pay Centre List screen. This screen displays a list of pay centres to select from. Highlight the required Pay Centre, and click SELECT. |
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Starting by Values |
To list all members from a specific starting point, enter the surname (or part thereof). You can also enter the member's initials to further refine your search. |
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Filter by Value |
To list all members with reference numbers starting with a certain value, enter that value in the REFERENCE NO field. Example Entering 5 will find 5, 50, 51, 52,.....500, 501, 502, ....etc. Entering 50 will find 50, 500, 501, 502, ....etc. Entering 500 will find 500, 501, 502, ....etc.
To list all members with a specific status, select the status from the MEMBERSHIP STATUS drop-down list. The following statuses are available: - NONE - ANNUITANT - ARCHIVE - BENEFICIARY - DEATH FINALISED - DECEASED - DECEASEDANNUITY - DEF ANNUITANT - ENDED - EXIT FINALISED - EXIT IN PROCESS - INACTIVE - LIVE - LIVING ANNUITNT - MEMBER - MERGE - PAID UP - PART MATURITY - PENDING - PHI - PREMIUM WAIVER - TRUST BENEFICRY - UNCLAIMED BEN
To select only those members who have been reinstated, place a tick in the box alongside REINSTATED.
Enter a value for the following to further refine the search: - Date Joined Scheme - Date of Exit - ID Number - Company Number - Date of Birth - First Name - Reinstated (tick the box to indicate a reinstated membership)
Note: If combinations of these filters are used, different results may be generated. |
Click SUBMIT. The JU3AO List of Members for a Scheme/Pay Centre screen will be displayed with the results of the search.
The steps described below are accessed via the Members > Employees menus. For an alternative access method, refer to Persons.
From the main menu on top, click Employees. The JU1ED Members for an Employer screen will be displayed.
When SEARCH is clicked, then the JU1ED Search Criteria screen will be displayed.
Field notes:
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Employer |
To list all employers, click LIST alongside the field. This links to the JU1AP Corporate Client screen. This screen displays a list of employers to select from. Once a selection has been made, click SELECT. |
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Starting Values |
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Starting Values |
To list all members from a specific starting point, enter one or more of the following values: - Surname - Initials - First Name - Date of Birth - Branch Code Note: If you enter a value in the COMPANY REF NO or BRANCH CODE field, the STARTING VALUE fields will be disabled. |
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Company Ref No |
You can also search by the member's company reference number. Note: If you enter a value in one of the STARTING VALUE fields, the COMPANY REF NO field will be disabled. |
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Branch Code |
You can also search by the member's branch code. Note: If you enter a value in one of the STARTING VALUE fields, the BRANCH CODE field will be disabled. |
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Filter by values |
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Filter by values |
To find a specific member, enter one or more of the following values: - Surname - Initials - First Name - Date of Birth - Company Ref No - Branch Code |
Complete the required details, then click OK. The JU1ED Members for an Employer screen will be displayed.
Note:
The users will only be able to view member details if they are a Contact Person on that Corporate Client.
The following message will be displayed:
User is not authorised for this transaction.
Click OK to remove the message.