From the JU1BK List screen, select a product and then select Employer Details > Participating Employers from the sub-menu.
The JU1BW Scheme Participating Employers screen will be displayed.
This screen displays a list of all Participating Employers who have been defined for the product.
The following selections are enabled for selection from the sub-menu on the left when a line is selected on the JU1BW Scheme Participating Employers screen:
Select a Participating Employer on the JU1BW Scheme Participating Employers screen and select Intermediary from the sub menu on the left.
The JU1AY Group Allocations screen will be displayed.
To add new intermediary details, click NEW. The JU1AY Group Allocation Details screen will be displayed.
Descriptions of the input fields on this screen appear below.
|
Intermediary Details |
|
|
Intermediary / Intermediary Group |
Select the required intermediary or intermediary group. Click LIST at the end of the line. This links to the JU1AX Intermediary Client List screen, which displays a list of intermediaries. Once the required intermediary has been selected, click SELECT. |
|
Scheme Membership Group |
Select the required fund membership group. Click LIST at the end of the line. This links to the JU1EM Scheme Commission screen, which displays a list of membership groups. Once the required group has been selected, click SELECT.
The selection of a Scheme Membership Group is optional. |
|
Expense Type |
Select the required expense type. Click LIST at the end of the line. This links to the JU1EN Expense Type Commission screen, which displays a list of expense types. Once the required type has been selected, click SELECT. |
|
Start Date |
The effective date of the intermediary's association to the product. |
|
End Date |
The end date of the intermediary's association to the product. |
Once all the necessary details have been captured, click OK.
The JU1AY Group Allocation screen will be re-displayed, and the details just added will be listed.
For more details on Intermediary, refer to Intermediary under
Products
Debit Order Umbrella Fund
Products
Retirement Annuity Fund
To discontinue a participating employer, highlight a line and click Discontinue use on the sub-menu.
The JU1BW Scheme Participating Employers screen will be displayed. The current date will be displayed in the END DATE column on the screen.
For details on Associate Pay Centres to Scheme, refer to
Auxiliary Activities
Adding a new Pay Centre
Adding a new Pay Centre (Infrastructure)
To view details of Corporate Client details, highlight a line and click OPEN. The JU1AP Corporate Client screen will be displayed.
To view details of a Participating Employer, highlight a line and click OPEN. The JU1AP Corporate Client Detail screen will be displayed.
To upload documents for a Participating Employer, select Document Load from the sub-menu on the left. The Document Upload screen will be displayed.
Click 
alongside Document Type to select from a drop-down list of types of documents in order to define the data that is being uploaded.
Capture descriptive text in the Comment section.
Click BROWSE to find the document to be uploaded, then click SUBMIT. A message will confirm that the file has been successfully uploaded.
To view documents that have already been uploaded for a Participating Employer, select View Document from the sub-menu on the left. The Documents Uploaded screen will be displayed.
This screen displays any documents already uploaded.
Click 
alongside Document Categories, then select the required document category to be viewed (e.g. Accounting etc.) from the drop-down list.
The Document Categories field value selected will determine which Document Types are displayed for selection.
Click alongside Document Type, then select the required type of document to be viewed from the drop-down list. A list of documents previously uploaded will be displayed for the Document Type selected.
The Document Type field values displayed for selection are determined by the Document Category selected in the Document Categories field.
Note:
The system will only display the document categories and document types relevant to the particular menu and to which the user has access.
Click the hyperlinked document name to view the document.
For more information, refer to
Infrastructure
System Entities
File Storage Company
If there are no document(s) to display, the following message will be displayed
No data found to display
