If your company is on the Prepaid Card and you wish to allocate a new balance for your employees (either for the initial allocation or to increase an employee's existing balance), you can do so via the Manage Entitlement - Entitlement Allocation feature!

 

There are two ways to allocate the entitlement. via Excel or via the Portal.

 

Method 1: Allocate via Portal

 

Step 1: Navigate to Benefits > Manage Entitlement > Entitlement Allocation, click Allocate via Portal.

 

 

Step 2: Under New Balance, key in the amount you wish to edit for Unallocated or Allocated employees. Then, click Update Entitlement.

 

• You can apply Use Prorate Entitlement or Use Scheme Cap to allocate the initial entitlement.

• The New Balance must not be lower than the Current Balance, otherwise, the system won't allow you to proceed with the update. 

 

Step 3: After you click on Update Entitlement, a pop-up will appear to inform you of that Pending Prepaid Top-up! Please click on Proceed.

 

 

Step 4: On the Prepaid Top-Up Summary tab, you can view the summary and proceed to confirm the top-up by selecting Confirm Top-up.

 

 

Step 5: Click on Continue to Payment to generate the invoice. 

 

Method 2: Allocate via Excel

 

Step 1: Navigate to Benefits > Manage Entitlement > Entitlement Allocation, click Allocate via Excel.

 

 

Step 2: Select Initial Allocation Template or Balance Adjustment Template to download the excel form to start allocating or editing the entitlement.

 

 

 

Step 3: After completing the editing in excel, Drag and Drop or Click to upload. Select Upload to proceed. 

 

 

Step 4: Then click Refresh to view the upload status.

 

 

✅ If there is no error found from the uploaded file, click Complete to finish the exercise.

 

❗If there are errors found in the uploaded file, edit the uploaded excel file by referring to List of Invalid Errors > Delete the uploaded file and re-upload the file again by repeating step 3.

 

Step 5: After the file has been successfully uploaded, a pop-up will appear to inform you of that Pending Prepaid Top-up! Please click on Proceed.

 

 

Step 6: On the Prepaid Top-Up Summary tab, you can view the summary and proceed to confirm the top-up by selecting Confirm Top-up.

 

 

Step 7: Click on Continue to Payment to generate the invoice. 

 

 

Important Note: Kindly make the necessary payment for the invoice as the credits would only reflect on the employees' balance after the respective invoice is paid.