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How to Record Insurance Premium and Insurance Policies

Updated over 3 months ago

Step-by-step guide on how to record Insurance Premium on Workpay.

  • Go to "Benefits" on MAIN Menu

  • Click Insurance Premiums.

  • Search for the Employee you wish to add premium for.

  • Click on the "KES 0" beside the name of the employee, and a pop-up will appear,

  • Enter the value, select Frequency (one time{reflect for 1 month} or recurring{reflects more than 1 month-select end date}.

  • Click Save

Step-by-step guide on how to record Insurance Policies on Workpay.

  • Go to "Benefits" on the Main Menu

  • Click Insurance Premiums

  • Click on Insurance Policies at the top left of the page

  • Click on Add Policies

  • Enter the policy name, select country, employment type, policy type(Life, Health or education) and Default value

  • Save
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    ​If the employees have different amounts we would advise you enter the default value as 0.

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