Purpose

Review how issued employee benefits are being used and trace a redemption back to the relevant product and recipient.

A coupon being issued is not the same as it being redeemed. Use the redemption view for actual consumption.

Before you start

Identify the benefit product and the period you want to review. You need permission to view the relevant product and coupon data.

Step by step

1. Open Products.
2. Open the coupon redemption view.
3. Filter or search for the relevant product, employee, or period using the controls available on the page.
4. Review the redemption date, product, quantity, and recipient details shown for each result.
5. Open the related record when you need more context.
6. Export or record the result only when it is needed for your organization’s reconciliation process.

For the general reporting controls, see Review coupon redemptions.

Answer common questions

How many benefits were used?

Count redemptions for the relevant product and period. Do not use the number of issued coupons as the usage total.

Who used a benefit?

Search or filter by the employee information available in the redemption view. Confirm the identity by email when names are similar.

Which department used the benefit?

The redemption belongs to an individual coupon. Compare the recipient with the current or recorded department assignment. Remember that employees can move departments after a coupon is issued.

How many benefits remain?

Compare the issued quantity with redeemed and otherwise unavailable coupons in the product or coupon overview. Check the product’s validity rules before treating an unredeemed coupon as still usable.

Suggested review routine

1. Review redemptions at a regular interval agreed by your organization.
2. Compare unusual activity with the distribution’s Internal note.
3. Investigate duplicate or out-of-period use promptly.
4. Keep exports only as long as required by your organization’s privacy and accounting rules.
5. Correct department membership before the next distribution if the audience was inaccurate.

Troubleshooting

The usage number looks too high

Check whether recipients received more than one coupon, whether the product allows multiple redemptions, and whether several distributions used the same product.

I cannot find an expected redemption

Confirm that the employee actually redeemed the coupon rather than only receiving it. Check the correct product and date range.

The employee has changed department

Treat the redemption as an individual historical event. Current department membership may not describe the employee’s department at the time the coupon was issued or used.