Switching to a new Cycle to Work or any payroll benefits provider can be frustrating, especially in terms of handling any ongoing applications. To make it simpler, we've added a tool to allow our clients to upload any ongoing applications so that employees are prevented from applying until their active order is fully repaid and the correct National Minimum Wage calculations have been made.

How can clients access the tool and who can access it?

SmartPay Master Administrators can access the upload by navigating to SmartPay> Advanced Management> Look for your scheme> Migrate orders tab

What does the tool do?

Clients can upload a list of active orders. This does two things for the employees uploaded:

• It prevents them from applying for the same benefit (the benefit window will be closed for them until the order end date is reached).
• It takes the application amount into account when doing the National Minimum/Living Wage calculation (if it's an order for a gross product – meaning any product other than SmartTech™).

How does this work?

There's a template that can be exported. The following rules need to be followed:

• The file should be in CSV format.
• There can only be a single application per product per employee. Adding a second record for the same combination of employee and product will override the first.
• There are two options:
  • Refresh: This adds or updates an existing record for the employee and product (use this option to upload a list of new records or updates). 
  • Remove: Choose "Remove" to remove someone's record.