Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access level: Admin
Employee benefits are a key part of recognising, rewarding, and retaining your staff. They provide employees with a reward system that can increase engagement, improve morale, and demonstrate the value your organisation places on its people.
With Employment Hero's Benefits Management feature, you can set up and enable your own benefits, customise them to make them easier to identify, determine how often they are provided, and assign them to specific employees based on location, eligibility, and other criteria.
Important
The Benefits Management feature does not sync with the Payroll platform. You will need to manage payroll benefits separately in the Payroll platform if you want the benefit to be reflected there.
Getting started
- Click Benefits & Perks on the main menu.
- Select Benefits Management from the submenu.
- In the Icon field, select an image for your benefit by doing one of the following actions:
- Click the Choose from selection checkbox and select the benefit type from the top drop-down button.
- Click the Upload image checkbox, click the Browse files button, and select your preferred image.
- In the Benefit name field, enter the name of your benefit.
- In the Country field, type the name of the relevant country. (The employees displayed in the next section will be specific to the country you choose.)
- In the Description field, type a description of the benefit.
- In the Frequency field, select either the One-time, Monthly, Quarterly, or Yearly checkbox.
- Click the Save button. (You will now have created your benefit.)
Helpful Hint
You will now be on the next section of the Benefits Management page. Your benefit will currently be set to Disabled, meaning the benefit currently applies to no employees.
- Click the Manage assignments button.
- In the Available section, click to assign the relevant employee(s) to your benefit. (If you want to assign all employees, click the double right arrow (>>) button.)
- Click the Next button.
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On the Set amount page, do one of the following actions:
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Select the Apply to everyone checkbox and enter the monetary amount in the top £ field.
- Select the Set specific amount per employee checkbox and enter the monetary amount in each employee's £ field.
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- Click the Save button.
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Click the Enable benefit button then click the confirmation window's Enable benefit button.
Removing data
- Click Benefits & Perks on the main menu.
- Select Benefits Management from the submenu.
- Besides the benefit you want to delete, click the three dots (...) button.
- On the drop-down menu, select Delete.
- Click Benefits & Perks on the main menu.
- Select Benefits Management from the submenu.
- Besides the benefit you want to disable, click the three dots (...) button.
- On the drop-down menu, select Disable.