To modify existing Benefits Pass(es), follow the steps below:

 

Step 1: Navigate to the Benefits page > Benefits Passes > Actions > Edit Benefits Passes 

 

 

Step 2: Download the Benefits Pass Update template.

 

 

Step 3: Fill in the updates.

 

Within the Template

1. Read the instructions carefully.

2. Navigate to the Typhoid Vaccine Passes sheet to modify the provider(s) and other configurations. Amend the required fields:

   • Provider ID: Refer to the Typhoid Providers sheet. Only ONE Provider ID should be inputted.

   • Provider Name (optional): Refer to the Typhoid Providers sheet.

   • Benefits Pass Start Date: dd/mm/yyyy.

   • Benefits Pass End Date: dd/mm/yyyy. Leave blank if there is no End Date.

   • Remarks (optional): free text field.

   • Taken Typhoid within the 3 years?: Indicate Y for Yes and N for No.

   • Pregnant?: Indicate Y for Yes and N for No.

 

 

• Columns A to H are system-generated and cannot be edited.

• The system will populate (in columns A to H) only employees who have existing Benefits Pass assignments in 'Not Started' or 'Started' status in the Overview table.

 

Step 4: Upload the template.

 

Once the template is updated, proceed with the upload. If the file contains no errors, proceed with completing the update by clicking Update Assignment.

 

 

 

❗ Error! Unable to proceed (if any)

 

Possible Errors:

• Unmatched Entry (Provider ID): The Provider ID does not match any ID in the Typhoid Providers sheet.

• Invalid Format (Benefits Pass Start Date / End Date): Date format does not follow dd/mm/yyyy.

• Invalid Format (Taken Typhoid within 3 years? / Pregnant?): Input is not Y or N.

• Invalid Entry (Benefits Pass End Date): End Date is earlier than the Start Date.

• Empty Entry (Benefits Pass Start Date / Taken Typhoid within 3 years? / Pregnant?): Provider ID is entered, but required fields are left blank.

 

Step 5: HR/admin will be directed to the Background Tasks page to monitor progress.

 

 

• Click Refresh to get the latest updates.

• Click View Page to navigate to the Benefits Passes Overview table and verify if the updates were successful.