You can make changes to a benefit bag that you have already created. Changes can be made both at a global level of the delivery, as well as making individual amount adjustments per employee. You must take into account that depending on the moment you try to make the modifications you will be able to edit some fields and not others.
What is it for??
It is common that once we make a bag delivery to a group of employees there are modifications on this either because the benefit plan has changed or because there is a modification in the configuration of an employee. Don't worry! From your Cobee administrator dashboard you will be able to make the changes you need.
When can I use it and when do the changes take effect?
Type of edition | Punctual | Monthly | Annual |
Employee Group | ❌ | ❌ | ❌ |
Date if the bag has already been delivered | ❌ | ❌ | ❌ |
Date if the bag has not been delivered yet | ✔️ | ✔️ | ✔️ |
Bag’s name | ✔️ | ✔️ | ✔️ |
Recurrence | ❌ | ❌ | ❌ |
Global amoun if the bag has already been delivered | ❌ | ✔️(1) |
✔️(1) |
Global amount if the bag has not been delivered yet | ✔️ |
✔️ | ✔️ |
Individual amount adjustment(2) | ✔️(3) | ✔️ | ✔️ |
Benefits (add or remove) | ✔️ |
✔️ | ✔️ |
- This modification will apply to the renewal of the benefit bag, according to its recurrence.
- The employee amount adjustment is applied immediately, but is only valid for the current cycle. At renewal the employee's bag amount will be the same as the global bag amount.
- You can make adjustments per employee as long as there is at least one employee with a balance available. If they have used the entire amount, editing will not be possible.
Remember! Before confirming the changes, you will have access to a summary to see what changes you have made and to make modifications, if needed. |