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Overview 1. Setup Your Organization 2. Configure Your Scheme 3. Add Members 4. Track Contributions 5. Process Claims 6. Monitor Performance
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Home/How it works
Step 2 of 6

Configure your welfare scheme

Choose a scheme type, define contributions and benefits, and configure approvals. Here's what this step involves.

In this step

What you'll do

Choose scheme type

Start from a funeral, benevolence, staff-fund, or cooperative template — or blank.

Define contributions

Amounts, cycles, grace periods, and arrears rules.

Define benefits

Benefit types, amounts, and the eligibility each requires.

Configure approvals

Single approver, committee vote, or multi-level chain.

← Step 1: Setup your organization Step 3: Add members →
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