In PeopleHR you can add flexible benefits, meaning you can offer a selection of customisable benefits to your employees.
📌Note: An annual salary type needs to be added to user's profile so the benefits can work.
To set up flexible benefits:
Click Access Button
then click HR Admin.
Click Settings then Benefits.
Set enrolment and in-force dates.
📌Note: The enforcement date needs to be in the future so it gives people time to enroll. Once enforcement date comes to pass they can no longer do it.
Set the benefit amount and choose whether to set it as a salary percentage or as a set numerical figure.
If the employees are allowed do exceed the allowance, tick Exceed Allowance box.
Click on Employment Type to choose which contract types are eligible for these benefits.
To add multiple benefits after completing the above steps:
Click Add Benefit then enter a Title.
Provide a URL if you want to link to a help page or FAQs.
Select Eligibility then set whether the benefit is free from national insurance or income tax
Select if the benefit is mandatory or optional.
To add multiple options for a benefit:
Click Access Button
Click Settings then Benefits.
Choose your benefit then click Next.
Click on Add Option then enter a title.
if applicable, set the employer contribution.
How employees will see this:
When an employee logs in, a new Benefits tab will appear within their Me tab.
They can click on Start Enrolment and create their benefits package.
Once enrolled, they will be able to view their benefits package from the same screen.
When creating their benefits package, employees simply select the benefit. If you’ve added options, they will also be asked to select these unless they are mandatory, and set their contributions if applicable.
📌Note: In the list of available benefits, the question mark icon will open up the webpage that you have added in the set up, allowing users to get further information on the available benefit.
Once submitted, users will not be able to make changes unless the Administrator reopens it for them.
How to see the status of the benefits, and which employees have signed up:
Within PeopleHR, click on the Benefits tab.
There you can see an overview of what’s open, pending or submitted.
You can also export the information by creating a query.