Your step-by-step guide to enrolling in company benefits
Welcome to your company’s employee benefits programme! This guide will help you seamlessly onboard yourself onto your medical aid, retirement fund, and other benefits. You can complete most steps online via self-service portals, or contact HR or your financial adviser for support.
Step 1: Understand your benefits package
What's included?
- Medical aid
- Pension/provident fund
- Group life & disability cover
- Optional add-ons (gap cover, funeral benefit)
Action steps:
Review your employment contract and benefits brochure
Check if any benefits are auto-enrolled (e.g., pension fund)
Self-service option:
- Log in to the company HR portal to access digital guides
Need help?
- HR team: Use our portal to get in touch
- Financial adviser: Contact our team through this page
Step 2: Complete enrollment forms
Action steps:
Fill in:
- Medical aid scheme form (e.g., Discovery, Momentum)
- Pension fund membership form
- Risk benefit (life/disability) form
Self-service option:
- Submit forms online via:
- Discovery Online (medical aid)
- Sanlam Group Benefits (pension fund)
Need help?
- HR team: Request editable PDF forms
- Financial adviser: Get help selecting the right options
Step 3: Submit required documents
Action steps:
Upload certified copies of:
- ID/passport
- Proof of bank details
- Dependent documents (if adding to medical aid)
Self-service option:
- Upload via the HR self-service portal or email to
Need help?
- HR team: Confirm certification requirements
- Financial adviser: Advise on tax-efficient structuring
Step 4: Select your benefit options
Action steps:
Medical aid: Choose a plan (e.g., hospital or comprehensive)
Pension fund: Select contribution level (if flexible)
Risk benefits: Nominate beneficiaries
Self-service option:
- Use Discovery's plan selector or Momentum's fund calculator
Need help?
- HR team: Request a plan comparison
- Financial adviser: Get a personalised recommendation
Step 5: Sign consents and authorisations
Action steps:
- Sign POPIA compliance and debit order authorisation
Self-service option:
- E-sign via DocuSign or the HR portal
Need help?
- HR team: Explain legal terms
- Financial adviser: Clarify long-term impact
Step 6: Confirm enrollment
Action steps:
- Await confirmation from providers (e.g., medical aid card, pension number)
Self-service option:
- Track status on Liberty Corporate or Old Mutual Rewards
Need help?
- HR team: Escalate delays
- Financial adviser: Interpret policy documents
Step 7: Register on provider portals
Action steps:
Create accounts on:
- Discovery app (medical aid)
- Allan Gray online (pension fund)
Need help?
- HR team: Provide registration links
- Financial adviser: Demo portal features
Step 8: Verify salary deductions
Action steps:
- Check your first payslip for correct deductions
Self-service option:
- View via SimplePay or PeopleSoft
Need help?
- HR team: Use our portal to get in touch if you have issues
- Financial adviser: Contact our team to optimise your benefits
Step 9: Attend benefits briefing (optional)
Action steps:
- Join live sessions or watch recordings
Self-service option:
Need help?
- HR team: Use our portal to get in touch
- Financial adviser: Contact our team through this page
Step 10: Annual review and updates
Action steps:
- Update beneficiaries and adjust coverages yearly
Self-service option:
- Use the benefits portal's "life events" feature
Need help?
- HR team: Get the latest forms on our portal
- Financial advice: Contact us to do a benefits audit for you
Key support contacts
- HR team: Use our portal to get in touch
- Financial adviser: Contact our team through this page
