{"id":2742,"date":"2024-03-12T10:28:10","date_gmt":"2024-03-12T10:28:10","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&p=2742"},"modified":"2024-03-27T10:53:24","modified_gmt":"2024-03-27T10:53:24","slug":"joiners-leavers-movers","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/joiners-leavers-movers\/","title":{"rendered":"Keeping Track Of Joiners, Leavers, And Movers"},"content":{"rendered":"

Finding it tough to keep track of your team? My.Drewberry is your new best friend.<\/strong><\/p>\n

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People come, and people go. They even move around your business in between. As a result, it can feel impossible to keep on top of the benefits admin when you\u2019re doing it manually.<\/p>\n

Luckily, My.Drewberry makes everything so much easier. There\u2019s just a few key things that need to happen so we can work our magic. Here\u2019s what you need to know.<\/p>\n

Add An \u201cEmployment Start Date\u201d<\/h2>\n

Each employee record will have an \u201cEmployment Start Date\u201d for when that person came on board. As long as this date is added and correct, My.Drewberry will ensure each employee gets access to the right perks, at the right time. Any newly-added employees, once approved, will show up in the \u201cCurrent Employees\u201d section, where you can make any amends or updates. You\u2019ll get an automated audit trail to help you keep on top of changes. See how to keep employee details updated<\/a>.<\/p>\n

If you have integrated your HRIS<\/a>, any newbies added will automatically pull through to your My.Drewberry portal. They\u2019ll be assigned the relevant benefits and their record will remain in the platform for as long as they\u2019re employed. Either way, you\u2019ll only have to add new joiners once, and we\u2019ll handle everything with your external benefit providers.<\/p>\n

If you\u2019re bulk uploading or adding single employees<\/a> manually, you won\u2019t be able complete the action without including a start date. To view your employees\u2019 start dates at any time, head to the \u201cManage Existing Employees\u201d section of your My.Drewberry portal. Scroll to \u201cCurrent Employees\u201d, and click the grey downward arrow to expand the contact record.<\/p>\n

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Ensure You\u2019ve Selected The Right \u201cEmployee Category\u201d<\/h2>\n

Every employee on your my.Drewberry platform will need to be assigned an \u201cEmployee Category\u201d. These categories segment your employees based on the level of benefits they\u2019re entitled to.<\/p>\n

For example, you might provide Company Life Insurance to your entire workforce, but Directors might also receive Private Health Insurance. So you\u2019d have a category for general employees, and a category for Director-level employees.<\/p>\n

Your Drewberry team will have worked with you to define and set up these categories, so it\u2019s just a case of ensuring the right people are assigned the right category. (Don\u2019t forget to update the records of promoted individuals if they qualify for a new category).<\/p>\n

For new employees, you\u2019ll need to select a category when you add them to My.Drewberry. For current employees, head to the \u201cManage Existing Employees\u201d section of your My.Drewberry portal. Scroll to \u201cCurrent Employees\u201d, and click the grey downward arrow to expand the contact record. You can then use the dropdown to assign\/change a category and click \u201cUpdate\u201d.<\/p>\n

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If an individual is added to My.Drewberry via your HRIS integration but doesn\u2019t have a category, a task will be generated prompting you to assign one. Learn more about how tasks work in My.Drewberry<\/a>.<\/p>\n

Add An \u201cEmployment End Date\u201d To Outgoing Employees<\/h2>\n

We\u2019ve spoken to a number of business owners who\u2019ve previously discovered they\u2019d been paying for an employee\u2019s benefits long after they\u2019d left. Not on our watch!<\/p>\n

Once you know an employee is leaving, all you need to do is add an \u201cEmployment End Date\u201d to their contact record. When this date comes around, the platform will automatically contact your external benefits providers and update the contact record.<\/p>\n

If you have an HRIS, once an employee is removed from that side, they\u2019ll be removed from My.Drewberry, too. We\u2019ll let all the relevant benefit providers know so they can update your policy. Job done.<\/p>\n

To add an end date, head to the \u201cManage Existing Employees\u201d section of your My.Drewberry portal. Scroll to \u201cCurrent Employees\u201d, and click the grey downward arrow to expand the contact record. Enter the Employment End Date and click \u201cUpdate\u201d when done.<\/p>\n

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Check Your \u201cLeavers\u201d List<\/h2>\n

Any outgoing employees will automatically be added to your list of \u201cLeavers\u201d. This can be found under the \u201cManage Employees\u201d tab, and under the \u201cLeavers\u201d section within any individual benefits tabs.<\/p>\n

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Finding it tough to keep track of your team? My.Drewberry is your new best friend.<\/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":[99,96,97,98],"class_list":["post-2742","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration","article-tag-jml","article-tag-joiners","article-tag-leavers","article-tag-movers"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2742","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=2742"}],"version-history":[{"count":4,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2742\/revisions"}],"predecessor-version":[{"id":2926,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2742\/revisions\/2926"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2742"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2742"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2742"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}