This article will help clients who have been migrated to RG Cycle to Work administer their new platform. All administration for RG Cycle to Work occurs in SmartPay™, the dedicated salary sacrifice and salary deduction benefits administration portal from Reward Gateway.
Read more about SmartPay™ and how it works.
Watch this quick video giving step-by-step guidance on using SmartPay™ for RG Cycle to Work administration.
In Reward Manager, pending applications have moved from the Cycle to Work menu to SmartPay™. Just Click:
SmartPay™ > Administer > Applications
From here, you can see the details of each application. You can approve or reject as required.
Also read How to manage applications in SmartPay™
A deduction report provides the information needed to make deductions to an employee’s payroll on a case-by-case basis. Details include employee name, benefits used, total deduction amount, the current deduction, and how much is left to pay off.
Find your Deduction Report in SmartPay™ > Administer > Payrolls > Download Deduction Report
The deduction report is generated on cut-off (i.e. Last Approval date), including applications from this date. For example, if the last approval date is always the 3rd of each month, the deduction report for May would be generated on 3rd June for the period 04/05 – 03/06 (inclusive) and the next report will start from 04/06.
Also read SmartPay™ Deduction Reports
Invoicing in SmartPay™ sits independently, this means that an invoice is generated on a nominated date rather than linked to a window. This allows you to add multiple products to SmartPay™ and provides more flexibility in window management.
In the 'Invoices' tab in SmartPay™, you can keep track of all past and pending invoices as well as the current order total. To make reconciliation easier a report for each invoice is available to download to show a list of all applications contained in the invoice.
Quickly check on the Cycle to Work transactions in the 'Reporting' tab. Only approved applications will be added here.
Managing your membership upload
If a client has multiple payrolls setup, Reward Manager will require that a column is added to their regular membership upload showing 'Payroll Name'. By adding Payroll name at this point, it will ensure that the employees are assigned to the correct payroll during their application. It also removes a step during the employee application process making it as smooth as possible. If a client has only one payroll, they won't be required to add this as a new field.
Clients requiring further information, or needing to make changes to an existing Cycle to Work programme, can get in touch with firstname.lastname@example.org.