{"id":2188,"date":"2024-01-13T09:31:54","date_gmt":"2024-01-13T09:31:54","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&p=2188"},"modified":"2024-03-27T10:18:21","modified_gmt":"2024-03-27T10:18:21","slug":"creating-a-new-benefit-selection","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/creating-a-new-benefit-selection\/","title":{"rendered":"Adding An Employee To A Benefit (New Benefit Selection)"},"content":{"rendered":"

Want to add an employee to an existing benefit offering? Here\u2019s how to do it in your My.Drewberry portal.<\/strong><\/p>\n

How Does It Work?<\/h2>\n

When you add a new employee to the My.Drewberry platform, you\u2019ll be asked to give their start date and employee \u201cCategory\u201d. From these categories, they\u2019ll automatically be added to any benefits they\u2019re eligible for.<\/p>\n

However, there are occasions where you might need to switch things up manually (e.g. overriding an old benefit, or moving an employee\u2019s cover from single to family). Here\u2019s how you can add an employee to a particular benefit offering.<\/p>\n

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

First thing you need to do is head to your admin dashboard. Click the settings cog in the top right corner of your portal. Select \u201cAdmin\u201d and you\u2019ll be taken to your employer dashboard.<\/p>\n

\"\"<\/p>\n

Step 2: Go To The Relevant Benefit Tab<\/h3>\n

Your tabs at the top of the portal will show you which benefit selections you currently offer. To add an employee to a particular benefit, click on the relevant benefit tab. If the employee is already a part of a category that\u2019s entitled to that particular benefit, they\u2019ll show up on the \u201cCurrent Membership\u201d list.<\/p>\n

However, if they\u2019re not part of this category but you still want them to have this benefit, there\u2019s a few more steps.<\/p>\n

\"\"<\/p>\n

Step 3: Click \u201cCreate\u201d<\/h3>\n

Click the \u201cCreate\u201d button above the \u201cCurrent Membership\u201d section to add a new employee to the benefit\u2019s membership list.<\/p>\n

\"\"<\/p>\n

Step 4: Add A \u201cNew Selection\u201d<\/h3>\n

When an employee is given access to a benefit, we call it \u201ccreating a new benefit selection\u201d. After clicking \u201cCreate\u201d, you\u2019ll be given the option to add a new employee from the dropdown list.<\/p>\n

Start typing the name of the employee and it\u2019ll pop up for you. Remember, they need to have already been added to My.Drewberry for this to work, if you\u2019re not sure how to do this, go to Adding New Employees To The My.Drewberry Platform<\/a> before you do anything else.<\/p>\n

\"\"<\/p>\n

Step 5: Select The Employee<\/h3>\n

Select the employee you want from the dropdown list and click \u201cCreate\u201d.<\/p>\n

\"\"<\/p>\n

If you try to add an employee but already have a task open for them, this will be flagged to you. You can then head to your tasks list, or simply hit the down arrow to approve within that window.
\nOtherwise, you\u2019ll be told all\u2019s well and your employee will be added.<\/p>\n

\"\"<\/p>\n

Doing this will automatically trigger a process:<\/p>\n

    \n
  1. You\u2019ll get a new task in your outstanding actions list, usually to approve the new selection or update missing information<\/li>\n
  2. Once approved, the external provider of that benefit will be notified, and they\u2019ll add the employee to the policy\/benefit<\/li>\n
  3. The employee will be notified by email.<\/li>\n<\/ol>\n

    Once that process is complete, we\u2019ll check everything\u2019s gone through so the employee can enjoy their shiny new benefit!<\/p>\n","protected":false},"excerpt":{"rendered":"

    Want to add an employee to an existing benefit offering? Here\u2019s how to do it in your My.Drewberry portal.<\/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":[66,65],"class_list":["post-2188","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration","article-tag-add-employee-to-benefit","article-tag-new-benefit-selection"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2188","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=2188"}],"version-history":[{"count":4,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2188\/revisions"}],"predecessor-version":[{"id":2916,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2188\/revisions\/2916"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2188"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2188"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}