Notifications - EOSB User Manual

The platform tells people when something needs them, and when something that affects them has happened. You should rarely need to check a screen “just in case”.

Channels

Channel	Used for
In the platform	The bell in the top-right corner, with a count of unread messages. View record opens the item.
Email	Account emails, decisions, requests for action.
SMS and WhatsApp	Requests for action and one-time codes.

Choose which channels you receive each kind of notification on in Settings › Notifications. One-time codes are always sent.

Who is told what

Employer
Employee
Trustee
Fund manager
Admin and regulator

When	Message
The registration is received, verified, needs information, deferred or rejected	Registration updates
The account is activated	Employer account activated
A funding proof is submitted, approved or rejected	Funding proof updates
A wallet payment is received, fails, expires or is reversed	Funding updates
An employee change is approved or rejected	Employee update decision
An employee is terminated	Termination started
The fund manager submits a budget	Budget needs approval
Decisions are overdue	Daily reminder

Employees are told by email and SMS, at their contact details on record:

When	Message
They are registered	You have been registered for EOSB by your employer
Their salary, start date or payment details change	Your details have changed
Their employment is terminated	Termination started
The trustee approves or rejects their payment	Payment approved / rejected
Their benefit is paid, or the payment fails	Payout completed / failed

When	Message
Its registration is received, decided	Registration updates, and the account email on approval
An employer submits a funding proof	Funding proof awaiting review
An employee is terminated	Payment awaiting approval
The fund manager recognises a transfer, or asks to approve a difference	Cash recognised / approval requested
The fund manager returns money	Trust cash receipt pending
The fund manager submits a budget	Budget needs approval
An expense above SLE 100,000 is submitted; expenses are posted or reversed	Expense updates
Decisions are overdue	Daily reminder

When	Message
Its registration is received, decided	Registration updates, and the account email on approval
The trustee logs a transfer	Cash recognition pending
The trustee approves or rejects a recognition	Recognition approved / rejected
A budget is approved or rejected	Budget decision
The trustee decides an expense	Expense approved / rejected
Decisions are overdue	Daily reminder

Who	When	Message
Both	A registration is submitted	Registration awaiting review
Admin	An employee change needs approval	Employee update needs approval
Admin	The trustee approves a benefit payment	Payout ready to execute
Admin	A monthly accrual run completes or fails	Accrual period completed / failed
Both	Decisions are overdue	Daily reminder

Account emails

Email	Sent when
Your EOSB account has been created	An account is created. Contains the username and a set-password link.
Set your EOSB password	The administrator sends a new password link.

Both links work once and expire after 72 hours.

Not receiving messages? Check your email and phone in Settings › Profile, your channels in Settings › Notifications, and your spam folder.