Access UBS

Steps to assign a claim package to one or more employees, set the effective date, and choose a budget option.

UBS EVO: Assign an employee package

Steps to configure your organisation's claim system settings in EVO, including currency, timezone, proration, role assignment, and email notifications.

UBS EVO: Configure EVO claim system settings

An overview of the Dashboard and how to use it to monitor claim activity, budget utilisation, and employee utilisation across your organisation.

UBS EVO: Dashboard

Steps to export your approved claims for processing and confirm payout once payment has been made.

UBS EVO: Export and confirm approved claims

Steps to bulk import claim information into EVO Claim using an Excel file.

UBS EVO: Import claims

Learn how to view available roles, create custom roles with tailored permissions, and assign roles to employees in EVO Claim.

UBS EVO: Manage roles in EVO Claim

Learn how to create and manage claim categories, add custom fields, and assign them to categories in EVO Claim.

UBS EVO: Manage Categories in EVO Claim

Learn how to create and manage reusable benefit packages, including individual category budgets and shared budget pools.

UBS EVO: Manage packages

Steps to review and approve pending claims as a Manager or Authorised Approver.

UBS EVO: Process claims in approval tasks

Steps to view your claim balance and submit a new claim through My Claims.

UBS EVO: Submit a claim

Learn how to add users to EVO claim, and how to update user details includingration ID and join date.

UBS EVO: User management in EVO claim

Articles covering common EVO claim processes and troubleshooting.

UBS EVO Claim

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