Summary

Employees may be entitled to a staff discount card as part of the privilege of working for an organisation.

Discount cards recorded in PayGlobal meet the following specifications:

• A maximum quantity of discount cards per employee can be set. For example, each employee may be entitled to three discount cards only.
• Card number searches are readily available.
• PayGlobal can toggle between card and employee details.
• Active cards cannot be edited or updated with the exception of being deactivated.
• Deactivated cards are for historical purposes only and cannot be reactivated.
• Cards can be held by employees, relations to employees or external companies.

How to set up Discount Cards

To set up the discount card functionality, you need to:

1. Create a Discount Card record in the Issuable Items entity
2. Create Cardholder Relationship records.

After these two areas are set up, you can start to assign cards to employees.

Step 1 - Create a Discount Card record

Generally, there is only one Discount Card record created in the Issuable Items entity.

1. Navigate to Human Resources | Contract Management | Issuable Item Details | Issuable Items.
2. Add a record for the Discount Card. For a full explanation of the fields in Issuable Items, see Issuable Items - Details.
3. Click the Save + Close button.

Step 2 - Create Cardholder relationship records

Generally, you need to create several Cardholder Relationships to cover each form of eligibility for a Discount Card.

Your organisation may have a set policy covering who is entitled to hold a Discount Card on behalf of an employee. For example, in some organisations, only a spouse or a direct relative may hold a discount card, whereas in others, flatmates or friends are eligible.

You need to create a record for each type of cardholder relationship that is covered by the discount card policy.

The Cardholder Relationship record also records how many discount cards may be held by each type of cardholder. A cardholder is not necessarily a person. For example, a supermarket may issue a discount card to each department to cover necessary items of purchase.

Step 3 - Issue Discount Cards to employees

Details of cards that have been issued to employees are recorded in the Employee Issued Items - Card Details tab of the employee record.

Details of when cards are returned are also held Employee Issued Items.

Maintaining discount cards

With regards to discount card maintenance, the following situations are likely to occur:

• Employee terminates employment - deactivate the card
• Employee loses card and requires replacement - deactivate the card and then issue a new card
• Supplementary cardholder details change - deactivate the card and then issue a new card

For more information on deactivating discount cards, see How to Deactivate a Discount Card.

See also

Discount Card Hotkeys