Introduction

You can use your eBenefit module to transfer any remaining benefits your staff has in the current year into the next year. The steps shown in this guide needs to be done on the Classic interface of your account

Steps

Step 1: Login to your account

Step 2: Switch to the Classic interface by clicking on the area where you see your name and choose “Switch to Classic” from the menu

Step 3: Once on the Classic interface, click on eBenefit Tab

Step 4: Look  for the eBenefit Admin sub-tab

Step 5: Under eBenefit Admin, click on Balance Transfer

Step 6: Once you have done so, you will see the page similar to the image below:

Step 7: Please choose the benefit group you would like to transfer into the next year from the drop-down options:

Step 8: Next, please choose the option that satisfies your company’s requirements on the Benefit Transfer:

• All benefit balance of the previous year – if you choose this, ALL remaining balance of the staff for the particular benefit group will be transferred over into the next year
  
  
• Max $___ of previous year’s benefit balance – if this option is chosen, you can set a limit on the amount that can be transferred into the next year.
  
  Example:
  The staff has a remaining balance of 180 for the Transportation Benefit Group
  Option number 2 is chosen, and the maximum amount set is 100
  Then, only 100 will be transferred into the next year, anything over 100 will be forfeited.
  
  
• Max %___ of previous year’s benefit entitlement – for this option, the system will consider 3 factors: Percentage indicated, benefit entitlement of the staff, and the staff’s remaining balance.
  Example:
  Staff’s Transportation Benefit Group entitlement is 500
  Option 3 is chosen, set at 50%.
  Then, the system will check the entitlement (500), 50% of the entitlement if 250 – this is the maximum amount that the system will allow to be transferred.
  
  If the staff has a remaining balance of 300 – then only 250 will be transferred, the rest are forfeited
  
  If the staff has a remaining balance of 180 – then the whole amount of 180 will be transferred

Step 9: Please double check that the transfer period (from year/to year) is correct

Step 10: After completing all of the steps above, please click on the Transfer button

Step 11: Once the transfer is successful, you should get the notification message as below:

NOTES:

• Steps 1-10 will have to be repeated for each benefit group that you want to transfer
• The transfer will affect all eBenefit users

If you want to check on the information that was transferred, kindly follow the steps below:

Step 1: Still on eBenefit module, click on the Reports tab

Step 2: Choose Summary Report

Step 3: From this page, choose the Year that you have transferred the benefits to

Step 4: Choose the benefit group that you have transferred:

Step 5: Click on Search

Step 6: The report will show you the details of the staffs’ entitlement and whatever has been transferred from the previous  year: