How do I build a list of leavers with benefits?

If you need to build a list of the employees that have benefits, but have left the organisation, follow the procedure below. Please note: This process relies on you have updated/imported Dates Of Leaving (DOL) for the employees!

Start by building a list of all employee with benefits - hit the Employees with Benefits button in the benefits window:

This will generate a lookup of all the employees that actually have benefits. Then, click on the Setup Filter button in the Employer menu (left hand side):

From the window that appears, select All Employee with a date of leaving, and Active Lookup for the scope from the bottom, then click Filter:

The lookup will now be reduced to just those employees with benefits and a date of leaving. You can use this lookup for emailing, saving or printing P11Ds or benefit statements.