Suppliers and compliance controls

Two screens complete the configuration of the Benefits module. Suppliers is the register of your insurers and providers, with their contracts and renewal dates; catalogue benefits are linked to them. Compliance controls are a per-country list of obligations that you declare met or not. This article explains both. It is for administrators.

Before you start #

• The Benefits module must be installed and enabled (see Getting started with the Benefits module).
• Suppliers follow the Manage benefits catalog and their documents permission: Access level to view, Execute to add, edit, deactivate, delete and import. The Administrator role holds it.
• Compliance controls follow the Benefits compliance controls permission: Access level to view, Execute to add, tick and delete. The Administrator role holds it.

The supplier register #

Open Settings › Benefits and click the Suppliers tile. The Suppliers & contracts screen shows three indicators — Active suppliers, Linked benefits, Next renewal — then one card per supplier.

Each card shows the integration mode (Manual entry or API connected), the Contract no., the Renewal date and the number of linked Benefits. An inactive supplier carries the Inactive badge.

Adding or editing a supplier #

1. Click Add a supplier, or Edit on its card.
2. Fill in the Name, Legal name, Contract no., Renewal date, Contact and their Email.
3. Click Save. The message “Supplier saved” confirms.

The supplier becomes selectable in the Provider field of a benefit’s form (see Building the benefits catalogue).

Importing from the Illizeo catalogue #

When Illizeo offers suppliers you do not have yet, an Illizeo catalogue (N) button appears at the top of the screen. Open it, tick the suppliers you want and click Import. An imported supplier is yours: your changes will never be overwritten.

Deactivating, reactivating, deleting #

• Deactivate removes the supplier from the benefit form’s list without erasing anything; benefits already linked keep it. Reactivate puts it back into service.
• Delete is only possible if no benefit is linked to it. Otherwise the link is greyed out and a tooltip suggests deactivating it instead.
• View benefits takes you back to the catalogue.

The Next renewal shows the nearest date among your suppliers; a dash means no date has been entered.

Compliance controls #

Benefits compliance controls are kept per country, in Illizeo’s compliance menu.

1. Open Settings › Manage Illizeo › Compliance.
2. Click the card of the country you want, then the Benefits tab.

Importing the suggested controls #

Illizeo suggests standard controls for each country. The Suggested controls (N) button opens the What Illizeo suggests list: the obligations applying in that country. None arrives ticked: it is yours to assess. Tick those to keep and click Import.

Each control carries a source badge:

• Cited text: the article is cited and can be checked;
• Known obligation: an obligation exists, with no precise article to cite; confirm with your adviser;
• Unqualified: no source, the line exists as a reminder;
• Your entry: the control comes from you, not from Illizeo.

Adding your own control #

1. Click Add a control.
2. Enter the Control label and, if you wish, a Description and a Legal basis.
3. Click Add. The message “Control added” confirms.

This control is marked “your entry”: Illizeo does not vouch for its content. It applies to all countries and appears in every card.

Declaring compliance and following the score #

Click a control’s icon to declare it compliant or non-compliant. The ring shows the share of controls declared compliant, for example “0/2 controls declared compliant”. Export report downloads the list. The bin removes a control (“Control removed”).

This Declarative score counts the boxes you ticked. Nothing is verified by Illizeo nor computed from your data: it is not a compliance certificate.

Good to know #

• Deactivating a supplier is always safe; deleting it is only possible when nothing is linked to it.
• Suggested controls depend on the country: set your company’s country to benefit from them.
• Controls and their sources cite the texts as Illizeo publishes them; they do not replace your adviser’s opinion.

Frequently asked questions #

Why can’t I delete a supplier? #

Benefits are linked to it. Deactivate it, or first link those benefits to another supplier.

I can no longer find the Compliance screen under Settings › Benefits. #

It now lives in Settings › Manage Illizeo › Compliance, in the Benefits tab of each country, next to the country’s other obligations.

No control is suggested for my country. #

Either Illizeo has no standard control for that country yet, or your company’s country is not set. In both cases, add your own controls.