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You can now schedule automatic top-ups to employees' schemes on a monthly, quarterly, or semi-annual basis. This streamlines the process and minimizes the need for manual tracking and updates of employee entitlements.
Note: Recurring Allocation (RA) will be added to the employee’s existing scheme balance and will not reset it.
Step 1: Navigate to Benefits > Manage Entitlement > Recurring Allocation. Click on Add Recurring Allocations.
Step 2: You can select and fill up to configure the Recurring Allocations.
Allocation Amount
Choose one of the following:
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Follow Scheme Cap: RA amount will match the Scheme Cap.
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Custom Amount: Enter any amount greater than $0.00.
Frequency
Select one of the following options:
- Monthly: On the 1st or 15th of each month.
- Quarterly: On the 1st of each quarter.
- Semi-Annually: On the 1st of each semi-annual cycle.
Starts From
Pick the month and year RA should begin.
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Earliest option: Current month.
Ends
Choose one of the following:
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Never: RA continues indefinitely (even after renewal) unless manually stopped.
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On: Select the month and year RA should end.
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Note: End date must not be earlier than start date.
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Applicable Schemes
Select the corporate scheme(s) to apply these settings to.
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Only Postpaid and Cashback-funded schemes are eligible.
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"No Limit" schemes are not eligible.
The scheme(s) under the employee account that associate with the selected corporate schemes will have RA applied.
Exclusion (if applicable)
Employee(s) selected will be excluded and will not have any recurring allocations added.
Step 3: Click on Complete Setup to finish the process.
Step 4: A green banner will appear to indicate a successful Recurring Allocation setup.
If you would like to view or make amendments to the existing Recurring Allocations, you may refer to the following helpdesk article: How to View/Edit Recurring Allocations (RA)?
