Benefit approval and payment tracking

Approve a prepared benefit against an eligible assessment and track payment progress with the required reference.

Step by step

Prepare the benefit Benefits Officer

Benefits Officer inspects the assessment and due date and enters the amount through the authorized preparation process. Keep the intended benefit attached to the assessment that supports it.
- Prepare authorized amount and assessment context
- Updates Benefit disbursements, Eligibility assessments
Approve eligible work Benefits Officer

Benefits Officer approves Planned work only when the linked assessment is Eligible. The progression action checks that prerequisite before accepting Approved.
- Planned to Approved only for Eligible assessment
- Updates Benefit disbursements, Eligibility assessments
ApprovalA person approves before the work moves on.
Record sent progress Benefits Officer

Use the payment reference supplied by the separately configured payment process before moving Approved to Sent. Inspect the external result according to the agreed operating procedure.
- Approved to Sent with payment reference
- Updates Benefit disbursements
Record confirmation Benefits Officer

Move Sent to Confirmed with the required payment reference and the external confirmation evidence agreed by the team. The status action leaves the amount unchanged and writes no monetary actuals.
- Sent to Confirmed with payment reference
- Updates Benefit disbursements

And how to keep it from happening.

Eligibility no longer supports approval. Inspect the linked assessment before accepting the Planned-to-Approved handoff.
Reference missing at payment progression. Sent and Confirmed require a nonempty reference. Obtain the proper context from the payment process before proceeding.
Status confused with settlement evidence. Follow the separate payment-confirmation procedure and preserve the amount during status progression.

Start free, then use Proto to change fields, steps and approvals before your team goes live.