Above the Active Benefits table, there are additional commands that you can use:

➢Click on the three dots to the left above the table. ▶ A drop-down menu will open.

▶ If you have selected a Benefit, additional commands related to the selected Benefit will appear in the drop-down menu:

➢Select the desired command:

▪Delete Benefit: Permanently deletes the selected Benefit.  

⚠ This action cannot be undone.

▪Assign Benefits: Changes the owner of the selected Benefit.

▪Share: Shares the Benefit with selected individuals or teams without changing ownership.

▪Email a Link: Sends a link to the selected Benefit via email.

▪Flow: Runs a flow for the Benefit.

▪Run Report: Select a report to run.

▪Word Templates: Creates Word documents and templates.

▪Export to Excel: Exports the data to a static or dynamic Excel worksheet or to an Excel pivot table.

▪See associated records: Shows records associated with this view.