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Create, enable, or delete employee benefits

Sam Holland
Updated

Available for the following HR plans: Premium, Platinum
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

Create a benefit
  1. Click Benefits & Perks menu.
  2. Under Benefits, click Benefits Management.
  3. Click the Create New dropdown button, then click Create a Benefit.
    screenshot of the benefits management page, highlighting the create buttons
  4. You can click Create Custom Benefit or select one of the benefit templates we have.
  5. A Create New Benefit side panel will appear. Enter the following:
    • Icon: Choose an icon from our selections or upload an image.
    • Benefit Name.
    • Country.
    • Description.
    • Frequency: One-time, Daily, Weekly, Fortnightly, Monthly, Quarterly, and Annually.
    • Link (Optional).
    • Notify employees by email.
    • Attach files (Optional).
    • How to redeem (Optional).
  6. Click the Save button.
  7. To add employees to the benefit, please refer to the next tab in this article: Add employees to a benefit.
Add employees to a benefit
  1. Click Benefits & Perks menu.
  2. Under Benefits, click Benefits Management.
  3. Click the benefit you need.
  4. Click the Add/Remove Employees button.
    screenshot of the benefit, highlighting the add or remove employees button
  5. In the Assign Employees page, in the Available section, click the name of each employee you want to add.
  6. You can also filter employees by Location and Team.
  7. To bulk-add all employees under the filter you selected, click the >> button between the Available and Assigned sections.
  8. Click the Next button.
  9. In the Configure Assignment Details page, you can filter employees by: Location, Team, Status, and Position.
  10. You can also bulk update certain values.
  11. In this page, enter the following details:
    • Amount.
    • Start Date: This is pre-filled to today's date but can be edited to an earlier or later date (but cannot be later than the End Date).
    • End Date: This is optional, but if the Frequency of the benefit is One-time, this field becomes mandatory.
    • Comment: This is an internal comment that will not be visible to employees.
  12. Click the Save button.
    Screenshot of the configure assignment details page
  13. A confirmation pop will appear, where you can click the Done button.

Remove data

Remove employees from a benefit
  1. Click Benefits & Perks menu.
  2. Under Benefits, click Benefits Management.
  3. Click the benefit you need.
  4. Click the Add/Remove Employees button.
    screenshot of the benefit, highlighting the add or remove employees button
  5. In the Assign Employees page, in the Assigned section, click the name of each employee you want to add.
  6. You can also filter employees by Location and Team.
  7. To bulk-remove all employees under the Assigned section, click the << button between the Available and Assigned sections.
  8. Click the Next button.
  9. In the Configure Assignment Details page, you can filter employees by: Location, Team, Status, and Position.
  10. You can also bulk update certain values.
  11. In this page, enter the following details:
    • Amount.
    • Start Date: This is pre-filled to today's date but can be edited to an earlier or later date (but cannot be later than the End Date).
    • End Date: This is optional, but if the Frequency of the benefit is One-time, this field becomes mandatory.
    • Comment: This is an internal comment that will not be visible to employees.
  12. Click the Save button.
    Screenshot of the configure assignment details page
  13. A confirmation pop will appear, where you can click the Done button.
Delete benefits
  1. Click Benefits & Perks on the main menu.
  2. Select Benefits Management from the submenu.
  3. Besides the benefit you want to delete, click the three dots (...) button.
    screenshot of Benefits Management page, highlighting three dots (...) button
  4. On the drop-down menu, select Delete.
    screenshot of Benefits Management page, highlighting three dots (...) button's Delete drop-down menu option
Disable benefits
  1. Click Benefits & Perks on the main menu.
  2. Select Benefits Management from the submenu.
  3. Besides the benefit you want to disable, click the three dots (...) button.
    screenshot of Benefits Management page, highlighting three dots (...) button
  4. On the drop-down menu, select Disable.
    screenshot of Benefits Management page, highlighting three dots (...) button's Delete drop-down menu option

Further information

File types that can be used

Icons

  • Recommended dimension: 48x48 pixels.
  • Supports JPG, PNG files.
  • No max file size.

Attachments

  • Supports PDF, JPG, PNG files.
  • No limit on the number of files.
  • Max size 3mb/file.

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