Worksheet

Benefit tracker sheet

A single sheet holding a row per employee and scheme. Columns: employee, scheme, statutory or contractual, eligibility date, enrolment date, member number, nominee, renewal date, next filing date, proof attached and adviser confirmation date. A second block lists open gaps by owner.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Employee benefits compliance: what to record and what to track”, www.gullysystem.com/blog/employee-benefits-compliance-what-to-record-and-what-to-track