Client HR - Update the Recurring Schedule
The system automatically updates the following fields after clicking the update button. Using examples in the image above (weekly recurrence pattern):
Example Default Recurring Schedule
Example: Image
Recurring Schedule for the ballot is automatically populated based on the Package details, the recurring start date, the end date, and the recurrence pattern.
The recurring schedule will also be updated when the data in those fields is updated or changed.
The changes done for this guide's purposes are shown in the blue box below
Change Start Date and End Date, click update, and a new default recurring schedule is displayed.
Change the recurring schedule as well so that
Ballot Start date is 9 days before the selected session
Ballot End date is 3 days after the start date
Bid Draw date is 1 day after the end date **Note: Draw Date *>> The date must be greater than the Ballot end date.** source ASD-54092
A reminder email to be sent 2 days before win expiry date
i) Change Start Date & End Date
ii) Change the schedule - finalized
Click 'Next' button
Click the button
'Back' to continue editing.
'Save Draft' to save changes & continue editing
'Publish' to publish the ballot to employees
Click the 'Publish' button.
Successfully published. In the example below, the ballot was published on May 6, 2025, with bidding starting May 7, 2025. Employees can see the ballot on their 'My Benefits' page, but cannot bid until May 7. On that day, the ballot status changes to 'In Progress,' allowing participants to bid
Employee's My Benefit page
In B2B, because the ballot has not yet started, the user (Client HR) can go back and edit it. Proceed to make the changes
Proceed to make the changes, click 'Next' button and then 'Publish' again
Record in Avalon after the Ballot is created in B2B:
