Employee Product Amendments

Video Transcript

00.04

Employee Product Amendments


You can raise an amendment on an Employees Product from the "Product Members" Page by clicking on the "Raise Amendment" icon next to the selected employee.

Employee Product Amendments are only related to the selected product.

Once you have clicked on the "Raise Amendments" icon you will be taken to the "Employee Product" Amendments page where you can

Delete the Employee from the Product

Delete an Employees Dependent from the Product

Add Employees dependants to the Product

Raise an Employee Product Enquiry

01.04

Delete Employee from Product


From the Employee Product amendment page click on the "Delete Employee from product" icon.

On the "Delete Employee from product"" page choose the date you would like the Employee to be removed.

On the right hand side enter any additional notes.

Click on the "Plus" icon at the bottom of the page.

This will generate a request to your Advo advisor and will direct you to the "Product Amendment" page where you will see that the amendment has been raised.

01.49

Delete Dependent from Product


From the Employee Product amendment page click on the "Delete Dependent from Product" icon

On the "Delete Dependent from Product" page choose the date you would like the Dependent removed.

Enter any additional Notes.

On the right hand side select the Dependent to be removed from the drop down list.

Click on the "Plus" icon at the bottom of the page.

This will generate a request to your Advo advisor and will direct you to the "Product Amendment" page where you will see that the amendment has been raised.

02.35

Add Dependents


From the Employee Product amendment page click on the "Add Dependent to product" icon

On the "Add Dependent to Product" page choose the date you would like the Dependent Added.

Enter any additional Notes

On the right hand side select the Dependent to be added from the drop down list, if the dependent is not listed click on the tick icon under the drop down list to create the dependent.

Click on the "Plus" icon at the bottom of the page.

This will generate a request to your Advo advisor and will direct you to the "Product Amendment" page where you will see that the amendment has been raised

3.34

Employee Product Enquiry


From the Employee Product amendment page click on the "Employee Product Enquiry" icon

On the "Employee Product Enquiry" page choose the date you would like a response.

On the right hand side check enter the details of your enquiry.

Click on the "Plus" icon at the bottom of the page.

This will generate a request to your Advo advisor and will direct you to the "Product Amendment" page where you will see that the amendment has been raised.

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