How to Add Offline Selections

Whilst it is strongly advised and preferred that all selections are made by the employees themselves via the portal, we understand that sometimes there are requirements to update the system with benefits selections that have been made offline. This article will show you how you can add/update these selections accordingly.

Let's use a Pension benefit as a case study. Some clients allow employees to upgrade their pension contributions on the portal and enforce this as the only way to amend your pension contribution, so they can track and record all new selection requests via our reporting tools to approve requests and report to providers. However, sometimes employees make amends with the pension provider directly, and HR/Payroll receive notifications from the provider so now need to reflect this change on the You at Work system.

How can you do this? - this video will show you how!