Set up employee benefits

Add a benefit

  1. In the Admin Console, open Benefits under People and Contact.
  2. Click Add New Benefit.
  3. Enter the Benefit Name.
  4. Tick Auto Enrolment (Immediately upon employment), or use Enroll After to set how long people wait, in days, hours, weeks, months or years.
  5. Add a Description and any Notes, such as a discount code or how to claim it, then click Add New Benefit.

The animation below walks through these steps.

Manage your benefits

Each benefit appears as a card showing when people are enrolled, for example Auto-Enrolment or After 15 Hours of Service, with its description and notes. Use the menu (⋮) on a card to edit or remove it.

What employees see

Employees open Benefits from their profile to see what’s on offer and when they become eligible.

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