Forgot to add an employees category during a bulk upload or HRIS entry? No worries! My.Drewberry has got you covered. 

In order to assign the correct benefit selections to employees you need to make sure each employee is assigned an ‘Employee Category’.

If when uploading employees via bulk CSV or via your HRIS, you forget to add an employee category to their record, an automatic task will be generated within the ‘Manage Employees’ tab prompting you to add it. This task will show under the  ‘Outstanding Actions’ section.

Adding The Employee Category

To add the missing category, expand the task by clicking the drop down arrow that appears on the bottom of it. You will see that the category field is blank. Click the drop down arrow and select the relevant category for the employee. Once this is done, you can click the green ‘Update’ button.

Once you have updated the employee record, tasks will automatically be generated for you to approve the benefit selections they are eligible for. These tasks will appear in the different benefit tabs at the top of the admin centre.