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Your access when you are scheduled to leave

Your Dashboard & Allowance 2 min readUpdated a week ago

What the dashboard greeting shows once your HR team records a future last day, including your access deadline and what is left to use.

When your HR team records a future last day for you, the greeting at the top of your dashboard changes to show how long you can still use CLVR Benefits. You keep normal access right up to that date, and the greeting reminds you of it every time you sign in so nothing is left unused.

The access pill

Once a future last day is set, the pill on the right of the greeting reads Access until {date} instead of the reset date. That date is your last day. Until then, you can sign in, view your dashboard, and upload expenses as usual. Your last day is set by your HR team, not something you change yourself.

What the greeting says

The greeting is one sentence, and what follows Welcome back, {name}. depends on your allowance:

  • You still have allowance left. {amount} left to use until {date}. shows exactly how much there is to use before your last day.
  • You have used it all. You have used your whole allowance. It resets {date}. Anything more is deducted from your next paycheck.
  • You have spent more than your allowance. You have used {amount} more than your allowance. HR will be in touch about settling it. See your benefit allowance and remaining balance for what that means.

If your allowance was pro-rated

If your allowance was adjusted for the part of the year you are employed, the greeting ends with Your allowance is pro-rated for the part of the year you are employed. It is your HR team that decides whether pro-rating applies. For how the figure is worked out, see how your allowance is pro-rated when you leave mid year.

Before your last day

  • Use what is left. Any remaining allowance in the greeting is yours to spend on eligible expenses up to your last day.
  • Upload expenses as normal. Uploading and tracking expense reports works the same way until your access ends.
  • Watch the date. The date in the Access until pill is the last day you can sign in and use CLVR Benefits.

Troubleshooting

  • The date looks wrong. It comes from the last day recorded for you. Ask your HR team to check it.
  • I did not expect the pro-rated sentence. Whether pro-rating applies is a setting your HR team controls. Reach out to them if it is unexpected.
  • I still have allowance but my last day is close. Use it before the date in the pill, since access ends on that day.
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