Benefit Bank Training & Support

Benefit Bank training has two different categories: 

• Understanding Benefit Bank - new training resources to help you understand the various benefit types and baseline calculations for more accurate benefit entry and reporting.
• Using Benefit Bank - training that walks you through the process and pages for entering benefit into the platform to make using the program easier.

Understanding Benefit Bank

RESOURCE	DESCRIPTION	DATE	AUDIENCE
Benefit Definitions Job Aid	Handy reference guide outlining benefit and baseline types with examples of activities that generate benefit.	8.4.20	Submitters Approvers
Calculating the Benefit (pdf)	Brief refresher training on the different benefit types and how to calculate it.	6.1.18	Submitters Approvers
Choosing the Baseline (pdf)	Brief refresher training on the different baseline types and how to choose the correct type.	6.1.18	Submitters Approvers
Approver Training (pdf)	How to review benefit calculations for accuracy and completeness, and determine validity of supporting documentation.	3.23.16	Approvers

Using Benefit Bank

RESOURCE/DOCUMENT	RESOURCE/WEBINAR	DATE	AUDIENCE
User Quick Start Guide (pdf)		7.15.14	Submitters
Basic Benefit Bank Training (pdf)	Basic Benefit Bank Training Webinar	3.23.16	Submitters
Approver Quick Start Guide (pdf)		7.16.14	Approvers
Approver Webinar Presentation (pdf)	Approver Webinar Recording	3.23.16	Approvers
UC Category Look-up Tool (xlsx)	Provides UNSPSC codes  for tracking

Benefit Bank Enhancements

Now available: Benefit Bank Enhancement Details - 12.18.17 (ppt)

(See archive for past enhancement details)