How to order a card when it is the first card order for all employees or when you are ordering a card for a new employee.
If you use the Ordering tool:
- Log in to the Ordering tool.
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If you manage multiple companies, select the company for which you want to make the order.
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Choose the benefit from the 'Product selection' for which you intend to order cards. Please note that if your company has multiple employee benefits, you will need to order separate cards for each benefit.
- Ordering cards for all employees:
- You can fill out the 'Order via Excel', which you can also use for future orders.
- Alternatively, you can allow employees to enter their own information through the 'Employee Orders' tab.
If you are ordering a card for a new employee:
- Click on 'Order via online form' -> 'Card order' -> 'New card order'.
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Remember to click 'Submit/Ready' at the end to send the order through.
If you use the Employer portal:
- Log in to the Employer portal.
- Select Employees: Go to the left-hand menu and choose 'Employees'.
- Add a New Employee: Click on 'Add employees', and enter the required information for the new employee in the 'Personal Data' tab and choose the benefits they are entitled to in the 'Benefits' tab.
- Save and Order: Once you have entered the information for all employees, click 'Save' and the card is ordered.