How do I link Medical Aid Beneficiaries?

The Medical Aid Linking (ML) screen stores the details of where the number of medical aid beneficiaries are saved on the payroll.

Setup of the Medical Aid Linking screen is once-off, for each payroll company which has medical aid.

How to access the Medical Linking (ML) Screen 
 
From the Main Menu:

• Payroll
• Payslip Screen
• Choose the employee code
• From the Payslip Screen, type 'ML' in the routing block to access the ML screen 

Main Beneficiary:

Double-click in the 'Field column' next to Main Beneficiary and select Yes. This will add a value of '1' to the beneficiary count.  The medical aid scheme tax credit will now include the value for the main member.

 
IS Medical Dependants:

Users must capture the Medical Aid Dependants on the Employee Information (IS) screen (excluding the Main Member from the count). Double-click in the 'Field column' next to IS Medical Dependants and select Yes. The medical aid beneficiaries will now be added to the beneficiary count for the medical aid scheme tax credits to calculate correctly.

If users would like to store the dependants information separately (e.g. adult and child dependants on separate lines/fields), the XS or OWN screens may be used.
 
Using the XS Screen or Own Screen

Ensure that the 'Field' columns next to Main Beneficiary and IS Medical Dependants = No.
Double-click in the Field column next to Beneficiary Type 3.
Select the screens which store the beneficiary information - i.e. the XS Screen, or the Own Screen.
Select the line number on the screen from which the beneficiaries count should be read.
The selected line will then be displayed on the Medical Linking Screen.