{"id":2142,"date":"2024-01-13T08:27:00","date_gmt":"2024-01-13T08:27:00","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&p=2142"},"modified":"2024-05-23T09:40:59","modified_gmt":"2024-05-23T08:40:59","slug":"setting-a-leaver","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/setting-a-leaver\/","title":{"rendered":"Setting A Leaver"},"content":{"rendered":"

Ensuring company leavers are removed from benefits and schemes is important for benefit management and record keeping. Find out how to set a leaver here<\/strong> \ud83e\udd29<\/p>\n

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Keeping track of leavers is just as important as ensuring new employees are added to their eligible company benefits. We know the admin involved with managing employee benefits can be time consuming, which is why we\u2019ve automated tasks to help streamline the process.<\/p>\n

You can keep an audit trail of those who have left your company and view associated actionable tasks. Providers will automatically receive notification when you update an employee\u2019s employment record, for example. This functionality allows you to maintain company records and ensure leavers are removed from schemes in a timely manner.<\/p>\n

How To Set A Leaver<\/h2>\n

Here\u2019s how to update the My.Drewberry system of any leaving employees.<\/p>\n

Step 1: Log Into The Admin Centre<\/h3>\n

First things first, log into the My.Drewberry platform and head to \u201cAdmin\u201d<\/strong>.<\/p>\n

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Step 2: Head To \u201cManage Employees\u201d<\/h3>\n

Scroll down to \u201cCurrent Employees\u201d<\/strong> and find the name of the employee leaving. You can use the search function to find their name.<\/p>\n

When you\u2019ve found the employee, click the “down arrow”<\/strong>.<\/p>\n

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Step 3: Add The Employee\u2019s Leaving Date<\/h3>\n

Next to the employee\u2019s start date, there are blank fields for their leaving date. Add the employee\u2019s leaving date. Then click \u201cUpdate\u201d<\/strong>.<\/p>\n

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Once saved, the employee is automatically added to the \u201cLeavers\u201d<\/strong> section in the \u201cManage Employees\u201d<\/strong> tab.<\/p>\n

Important:<\/strong> If the leave date is in the future, the employee will remain in the “Current Employees”<\/strong> section until the leave date occurs.<\/p>\n

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Within the employee\u2019s notes history, you will see time-stamped confirmation of Drew.Bot informing the provider of a new leaver.<\/p>\n

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Leavers And Automating Tasks<\/h2>\n

When you add an employee\u2019s leaving date to their record, tasks are automatically generated for the My.Drewberry admin (that\u2019s us!). One of our team will then contact the provider to confirm the leaver has been removed from the policy. This task is normally due within 5 days of their leaving date.<\/p>\n

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Ensuring company leavers are removed from benefits and schemes is important for benefit management and record keeping. Find out how to set a leaver here \ud83e\udd29 Keeping track of leavers is just as important as ensuring new employees are added to their eligible company benefits. We know the admin involved with managing employee benefits can …<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[54,55],"class_list":["post-2142","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration","article-tag-administration","article-tag-administration-starter"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=2142"}],"version-history":[{"count":9,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2142\/revisions"}],"predecessor-version":[{"id":3593,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2142\/revisions\/3593"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2142"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2142"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}