{"id":2213,"date":"2024-01-13T09:55:02","date_gmt":"2024-01-13T09:55:02","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=2213"},"modified":"2024-02-26T14:09:31","modified_gmt":"2024-02-26T14:09:31","slug":"how-to-use-notes-alongside-benefit-administration","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/how-to-use-notes-alongside-benefit-administration\/","title":{"rendered":"Using Notes Alongside Benefit Administration"},"content":{"rendered":"<p><strong>Here\u2019s how My.Drewberry Notes work alongside your benefits admin.<\/strong><\/p>\n<hr \/>\n<h2>Notes And Benefit Management \ud83e\udd1d A Dream Audit Trail<\/h2>\n<p>Your My.Drewberry portal automatically tracks and timestamps any actions that happen as part of your employee benefits admin. Notes are generated within the \u201cNotes History\u201d section of the employee contact cards and individual benefit tabs. This way, you get peace of mind and a clear audit trail for anyone in your admin team to access.<\/p>\n<p>Actions that generate Notes include:<\/p>\n<ul>\n<li>When benefit selections are approved\/denied<\/li>\n<li>When data is sent to external providers<\/li>\n<li>When employees receive communications (emails etc) about their benefits.<\/li>\n<\/ul>\n<p>Alongside the automated Notes, you can also add your own, manually. See how in this article: <a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/using-notes-to-keep-a-good-audit-trail\/\">Using Notes To Keep A Good Audit Trail<\/a>.<\/p>\n<h2>Where To Find Notes<\/h2>\n<h3>Finding Notes In The \u201cManage Employees\u201d Tab<\/h3>\n<p>Any changes made to any employee\u2019s details (such as name\/address\/family) can be found in the \u201cManage Employees\u201d tab.<\/p>\n<p><img class=\"alignnone size-full wp-image-2514\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-existing-employees.png\" alt=\"\" width=\"1427\" height=\"869\" \/><\/p>\n<p>Scroll down to the list of \u201cCurrent Employees\u201d, then click the grey downward arrow to expand each employee contact record.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2515\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-current-employees-section-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<p>Within each employee record is a section called \u201cNotes History\u201d, which will show things like name\/address updates, and other key changes.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2516\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-manage-employees-notes-history-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<h3>Finding Notes In The Different Benefit Tabs<\/h3>\n<p>When it comes to specific benefits admin, any changes and important updates are noted within the individual benefit tabs. Again, you\u2019ll always have the opportunity to add your own manually.<\/p>\n<p>To find Notes relating to specific benefits, toggle through your benefit tabs within your My.Drewberry Admin Centre.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2517\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-admin-centre-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<p>Choose the benefit you want to view.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2518\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-tab-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<p>Scroll to the \u201cCurrent Membership\u201d section, which will show you all the employees currently receiving that benefit. Find an employee and click the grey downward arrow to expand their record.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2519\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-expand-record-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<p>You can then see the audit trail of any administrative changes within the \u201cNotes History\u201d box.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2520\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history.png\" alt=\"\" width=\"1427\" height=\"869\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history.png 1427w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history-1024x624.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history-768x468.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history-480x292.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history-555x338.png 555w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history-580x353.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/notes-benefit-admin-group-life-notes-history-468x285.png 468w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here\u2019s how My.Drewberry Notes work alongside your benefits admin. Notes And Benefit Management \ud83e\udd1d A Dream Audit Trail Your My.Drewberry portal automatically tracks and timestamps any actions that happen as part of your employee benefits admin. Notes are generated within the \u201cNotes History\u201d section of the employee contact cards and individual benefit tabs. This way, &#8230;<\/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],"class_list":["post-2213","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration","article-tag-administration"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2213","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=2213"}],"version-history":[{"count":4,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2213\/revisions"}],"predecessor-version":[{"id":2513,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2213\/revisions\/2513"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2213"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2213"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}