Anna Davidson

Lydia

Krys Otulak

For queries on how to use the Admin Portal

The Admin Portal

How to rate the priority of my Support Ticket

Read here for more information on getting help with your questions on Ben!

Your guide to getting customer support at Ben

Getting Support at Ben

Does your carousel need a refresh? Check out the steps below to action it!

How to update home carousel as an admin

3rd Party API Integration Guide

Managing Your Account

Learn all about the reward and recognition wall and what is has to offer.

Reward & Recognition Module

Manually removing/adding an employee from a programme

Manually adding new users to the platform

Removing recent leavers from the platform

Deactivating a user profile within the platform

How to fill out and complete missing requirements on user profiles within the platform.

How to action incomplete data and missing enrolment data

Here's a breakdown of all the preset roles available, and what each role can do on the ECC.

What are the different roles & permissions?

Check out how to exclude certain employees from the HRIS integration on the admin portal so they have access to Ben for longer.

Exclude users from the HRIS on the admin portal

Step by step guide on how to assign custom roles to the admins in your company.

Assigning Custom Roles To Admins

How to create and add tags or notes to an employee

Creating & adding tags/notes to an employee

How to view what email notifications are sent to employees from the admin portal.

Viewing system notification sent to employees

Not sure what permissions your custom roles include? You can now view all role permissions directly from the admin platform.

View custom roles and permissions for admins

Send out another invite link to those that need it

Resending a platform invite to a user from the admin portal

Managing Employees

Managing a Budget

How to remove funds from a card connected to a programme

Deducting funds from a user's card

Max Herrera

Managing Allowances

If an employee isn't seeing a benefit, but has access to Ben, they might not be eligible.

How to check why an employee is not eligible for a benefit

Reordering benefit tiles allows you to control the order in which benefits appear to employees

How to re-order benefit tiles

Admins can now make edits to benefits on behalf of an employee via the Ben platform

Edit a benefit on behalf of an employee

How do I edit a benefit on the admin portal?

Follow the steps to remove an employee from a benefit directly within the admin portal.

Manually opt an employee out of a benefit via the admin portal

Creating a benefit in the admin portal

Viewing an employees benefit enrolment history

Reasons why an employee may not have been added to a benefit as expected

Checking an employees benefit/programme eligibility

Managing Benefits

Navigating the Payroll Report

Reporting

Digging deeper into the Company Wallet Report

The Company Wallet Report

How to ensure that your GBP top-ups don't get rejected

Linked Accounts

Re-authenticating Your HRIS

Integrations

Find answers and get help from Intercom Support and Community Experts

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