When an app user submits a request to cash in their points it will appear in the 'Payments' area of your admin portal.
Your scheme rules state that you will pay points once a month in line with payroll.
It's important to keep your app users updated on the status of their requests, so you can choose to receive an email notification every time a payment request comes in. Click HERE to find out how to set up payment request notifications.
This guide will show you how to action payment requests:
Actioning a payment request - a step-by-step guide:
Step 1: In the left-hand menu of your admin portal click on 'Payments'. Here you will find a list of payment requests that have been submitted.
You can check you are happy with the points that have been requested by clicking on each app user's name and checking their activity log.
Step 2: Hover over the request you would like to action and three option symbols will appear on the right. At this stage, you can choose to 'reject' or 'approve'.
❗Note: If you do not see these 3 symbols then you may not have the relevant permissions to approve, reject and mark payment requests as paid. Your Care Friends lead will be able to check your permissions and make any changes required.
To approve multiple payment requests at once, click the box next to 'Date' at the top of the list:
Then select 'all pending' from the drop-down menu:
Scroll to the bottom of the page and select 'approve' from the menu that has appeared:
The status of the payment requests will then change to approved and the app users will receive this push notification:
You can now export a list of all payment requests for payroll.
Step 4: When the payroll has been run and the points have been paid, head back into the payment area of your portal, hover over the name of the app user whose points have been paid and click '£' (Pay)
To mark multiple requests as paid in one go, click the box next to 'Date' at the top of the list and select 'all approved' from the drop-down menu:
Scroll to the bottom of the page and click on 'mark as paid' from the menu that has appeared:
The request will automatically move into the history tab and the app users will receive this notification:
If you have any questions regarding this feature or any others please get in touch by clicking on the chat icon in the bottom right of your screen.
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