How to Record Insurance Premium and Insurance Policies

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

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