As part of your leavers process, you may wish to create a payment request on behalf of your leaver in order to pay their final points balance. Please see the 'Termination of employment' section of your scheme rules if you need more information on what happens when staff leave employment with you.
You can also use this function if your scheme rules state that all points are paid out at a certain time each year, or when an app user reaches a maximum number of points.
Watch this short video to find out how to create a payment request:
Creating a payment request on behalf of an app user - a step by step guide:
Step 1: Head to the payment s section of your portal and click on 'Add request':
Step 2: Click on the drop-down menu and select if you would like to make a request for one user, all users at a site or organisation:
Step 3: For single users, select a user from the drop-down list. Alternatively, if you have selected to submit payment requests for all users at a site then select the relevant site.
Step 4: From the 'AMOUNT' drop-down menu select 'All' to cash in all points. Alternatively, you can specify an amount by selecting 'Specify' and then entering the number of points in the field that appears
Step 5: Click on 'Save':
The payment request will now appear in the payment list and the app user will receive the following notification:
If you need any support with creating a payment request or anything else, please click the chat icon in the bottom right corner of your screen.