Employee Amendments

Video Transcript

00.04

Employee Amendments


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

Employee Amendments are not related to any products.

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

Change the Employees address

Remove the Employee, this will remove the Employee from all products that they are currently on. This is normally used for an employee leaving the company.

Add Employee dependants then assign them to the Employees products

Raise an Employee Enquiry

Add the Employee to Multiple products that they are not already on

01.00

Change Address


From the Employee amendment page click on the "Change Address" icon, this will raise an amendment across all the Employees products held with Advo Group.

On the "Employee Address Change" page choose the date you would like the Employees address to be changed from.

On the right hand side enter the Employees new address, clicking on the star will use the companies address.

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 "Amendment" page where you will see that the amendment has been raised.

01.55

Remove Employee


From the Employee amendment page click on the "Remove Employee" icon

On the "Employee Deletion" page choose the date you would like the Employee removed. This Amendment will request the employee be removed from all current products.

On the right hand side enter any additional details.

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 "Amendment" page where you will see that the amendment has been raised.

02.43

Add Dependent


From the Employee amendment page click on the "Add Dependents" icon

On the "Add Dependents" page enter the information of the new dependent. Clicking on the Star on the dependent address box on the right hand side of the screen will copy the Employees address.

If you have more than one dependent to add you can set the "Add another Dependent to this Employee" radio button to Yes.

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

You will be taken to the "add dependents to multiple products" page.

A list of the Employees products will be shown with an option to request to add the new dependent to any of the products.

Check the products that you would like the Dependent added to.

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 "Amendment" page where you will see that amendments have been raised

04.28

Employee Enquiry


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

On the "Employee 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 "Amendment" page where you will see that the amendment has been raised

05.15

Add Employee to Multiple Products


From the Employee amendment page click on the "Add Employee to Multiple Products" icon

On the "Add Employee to Multiple Products" page choose the date you would like the Employee added.

Enter any notes.

From the list of products choose the plan that you would like the Employee added to then check the checkbox.

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 "Amendment" page where you will see that the amendment has been raised

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