Corporate Employee Allowance & Credit Management
Implementation & User Guide
Implementation & User Guide
01 Introduction
Overview, supported functionality and key benefits.
02 Company & Portal Setup
Access permissions, company records, employee contacts and company portal dashboard.
03 Allowance Policies & Eligibility
Amount-, unit- and point-based policies; validity, ordering windows, renewals, rollover and eligibility rules.
04 Wallet Funding & Allowance Allocation
Prepaid top-ups, payment, running assignment and issued allowances.
05 Employee Shopping & Returns
Employee wallet, eligible products, shopping cart, split payment and product returns.
06 Requests, Orders & Renewals
Additional credit approvals, order cancellation, renewal and history.
07 Reporting & Employee Administration
Reports, Excel export, bulk employee imports and employment status.
08 Billing & Invoicing
Monthly consolidated invoicing and billing review.