{"id":2211,"date":"2024-01-13T09:54:12","date_gmt":"2024-01-13T09:54:12","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=2211"},"modified":"2024-04-10T09:09:18","modified_gmt":"2024-04-10T08:09:18","slug":"how-tasks-employee-benefit-selections-work","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/how-tasks-employee-benefit-selections-work\/","title":{"rendered":"How Tasks And Employee Benefit Selections Work Together"},"content":{"rendered":"<p><strong>When you add, update, or change anything around your benefits, there\u2019ll be tasks generated that need your attention. Here\u2019s how it works so you never miss an action.<\/strong><\/p>\n<h2>What Is A Task?<\/h2>\n<p>A \u201cTask\u201d is an action that needs completing before a certain process can finish. For example, if you added an employee to one of your benefits, you\u2019ll have tasks such as approving or updating selections.<\/p>\n<p>Tasks fall under two categories:<\/p>\n<ul>\n<li>Tasks that you \u2013 as your company administrator \u2013 need to carry out<\/li>\n<li>Tasks that the Drewberry team needs to carry out on our end.<\/li>\n<\/ul>\n<p>You\u2019ll have full visibility of every single task that needs to be \u2013 or is currently being \u2013 carried out, so you\u2019ll know at any given time where you are with it.<\/p>\n<h2>How To Find Your Outstanding Tasks<\/h2>\n<h3>Step 1: Log In To The Admin Centre<\/h3>\n<p>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><img class=\"alignnone size-full wp-image-2317\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/name-log-in-to-admin.png\" alt=\"\" width=\"1427\" height=\"869\" \/><\/p>\n<h3>Step 2: Go To \u201cManage Employees\u201d<\/h3>\n<p>Click the \u201cManage Employees\u201d tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2333\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees.png\" alt=\"\" width=\"1525\" height=\"911\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees.png 1525w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees-300x179.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees-1024x612.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees-768x459.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees-480x287.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees-566x338.png 566w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees-580x346.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/single-manage-employees-477x285.png 477w\" sizes=\"auto, (max-width: 1525px) 100vw, 1525px\" \/><\/p>\n<h3>Step 3: Scroll To \u201cOutstanding Tasks\u201d<\/h3>\n<p>Scroll down to the section that says \u201cOutstanding Tasks\u201d and toggle through the filters to see all tasks, tasks that are just for you, tasks that are currently with the Drewberry team, and completed tasks.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2412\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection.png\" alt=\"\" width=\"1525\" height=\"911\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection.png 1525w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection-300x179.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection-1024x612.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection-768x459.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection-480x287.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection-566x338.png 566w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection-580x346.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/suhki-insurance-selection-477x285.png 477w\" sizes=\"auto, (max-width: 1525px) 100vw, 1525px\" \/><\/p>\n<h2>How Tasks Work With Employee Benefit Selections<\/h2>\n<h3>What Do We Mean By \u201cBenefit Selection\u201d?<\/h3>\n<p>A \u201cBenefit Selection\u201d is basically any type of benefit that your employees have access to. For example, when an employee is added to a benefit, we call it \u201ccreating a new benefit selection\u201d.<\/p>\n<p>For more on benefit selections, read our How-To: <a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/creating-a-new-benefit-selection\/\">Adding An Employee To A Benefit (New Benefit Selection)<\/a>.<\/p>\n<h3>When Tasks Are Generated From Benefit Selections<\/h3>\n<p>When you change or update anything to do with an employee\u2019s benefit selection, a process will be automatically triggered, along with associated tasks.<\/p>\n<h4>Checking Your \u201cOutstanding Actions\u201d<\/h4>\n<p>Any new tasks that are generated will show up automatically in the \u201cOutstanding Actions\u201d part of your portal.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2414\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar.png\" alt=\"\" width=\"1525\" height=\"911\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar.png 1525w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar-300x179.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar-1024x612.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar-768x459.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar-480x287.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar-566x338.png 566w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar-580x346.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/tasks-bar-477x285.png 477w\" sizes=\"auto, (max-width: 1525px) 100vw, 1525px\" \/><\/p>\n<h4>Filtering To Find Your Tasks<\/h4>\n<p><strong>See how in 2 minutes \ud83d\udc47<\/strong><\/p>\n<div style=\"position: relative; width: 100%; height: 0; padding-top: 60.0000%; padding-bottom: 0; box-shadow: 0 2px 8px 0 rgba(63,69,81,0.16); margin-top: 1.6em; margin-bottom: 0.9em; overflow: hidden; border-radius: 8px; will-change: transform;\"><iframe style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0;\" src=\"https:\/\/www.canva.com\/design\/DAF6QNzZ-H4\/_5P2kN2L944zhSsuTuCT7A\/watch?embed\" allowfullscreen=\"allowfullscreen\"><br \/>\n<\/iframe><\/div>\n<p>Tasks generated by benefit selections are usually either to update missing data or approve a benefit before it goes to a provider. Anything that you need to take care of on your side can be found by toggling between \u201cMy Tasks\u201d, and \u201cOther Admin Tasks\u201d.<\/p>\n<h4>Reviewing Tasks<\/h4>\n<p>Click on a task to expand and get all the details. From there, your task will expand as a yellow box, detailing exactly what you need to action. You can then approve\/deny any requests.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2415\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve.png\" alt=\"\" width=\"1525\" height=\"911\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve.png 1525w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve-300x179.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve-1024x612.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve-768x459.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve-480x287.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve-566x338.png 566w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve-580x346.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/approve-477x285.png 477w\" sizes=\"auto, (max-width: 1525px) 100vw, 1525px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2416\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve.png\" alt=\"\" width=\"1525\" height=\"911\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve.png 1525w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve-300x179.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve-1024x612.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve-768x459.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve-480x287.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve-566x338.png 566w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve-580x346.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/confirm-approve-477x285.png 477w\" sizes=\"auto, (max-width: 1525px) 100vw, 1525px\" \/><\/p>\n<h4>Getting Tasks Off Your Desk<\/h4>\n<p>If the task needs to go to an external benefits provider (let\u2019s say a Life Insurance Company) they\u2019ll be notified to set things up on their end after you\u2019ve done your bit.<\/p>\n<p>A task will then be generated for the Drewberry team to make sure the provider does everything they need to do. You can track the progress by filtering to \u201cDrewberry Tasks\u201d (as it\u2019s sitting on our side). Once we\u2019ve done our bit, the task will be marked as \u201cComplete\u201d, and your employee will have been successfully added!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2417\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar.png\" alt=\"\" width=\"1525\" height=\"911\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar.png 1525w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar-300x179.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar-1024x612.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar-768x459.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar-480x287.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar-566x338.png 566w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar-580x346.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/drewberry-tasks-details-in-bar-477x285.png 477w\" sizes=\"auto, (max-width: 1525px) 100vw, 1525px\" \/><\/p>\n<h4>Closing Tasks<\/h4>\n<p>Once everything is sorted on the provider\u2019s side, the task will be marked as complete and will be closed. All done!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When you add, update, or change anything around your benefits, there\u2019ll be tasks generated that need your attention. Here\u2019s how it works so you never miss an action.<\/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-2211","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\/2211","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=2211"}],"version-history":[{"count":4,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2211\/revisions"}],"predecessor-version":[{"id":2411,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2211\/revisions\/2411"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2211"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2211"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}