Once the Recurring Allocations (RA) has been configured, you will be able to access the feature by accessing the Recurring Allocations tab. You may view or edit from the existing RAs.

 

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View a Recurring Allocation

 

Method 1 - Via Recurring Allocation page (Corporate Scheme level)

 

Step 1: Navigate to Benefits > Manage Entitlement > Recurring Allocations. You may view the Recurring Allocations that were already added listed on this page.

 

 

Statuses & Actions:

• Inactive: Validity Start Date not yet reached - can be edited or deleted entirely.

• Active: Within Validity Period and currently in effect - can be edited or deactivated.

• Deactivated: Manually turned off from Active - can be edited or restored.

• Expired: Validity End Date passed - no actions allowed.

 

Method 2 - Via Entitlement Allocation page (Employee Scheme Level)

 

Step 1: You may navigate to the Manage Entitlement > Entitlement Allocation for employee schemes with Recurring Allocation that are enabled.

 

Note: Schemes without RA setup or with no upcoming RA will be marked as N/A.

 

 

Step 2: Clicking on the Recurring allocation will open the RA setup page for the corresponding scheme(s). 

 

 

 

Method 3 - Via Employees Overview (Individual Employee Level)

 

Step 1: On Employees Overview page, search for the employee's name and navigate to Activity > Scheme Activity to view the reflected RA.

 

 

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Edit a Recurring Allocation

 

Step 1: From Recurring Allocation page, click Edit  to make amendment to the RA setup.

 

 

Notes:

• All existing properties remain unchanged from the initial setup.
• Edits will only apply to upcoming Recurring Allocations and will not impact those already applied.

 

A pop-up will appear, and you may choose to apply the changes to only one RA or to others with similar settings. Click Continue to proceed.

 

Step 2: Make the necessary amendments and click on Update Recurring Allocation to complete.