Building the benefits catalogue

The catalogue is your company’s benefits offering: each benefit has its category, provider, price, employer share and enrolment rules. It feeds the employee space, enrolments and HR reports. This article explains how to read the catalogue, import the benefits Illizeo offers for your country, create and edit a benefit, activate it and attach documents to it. It is for administrators.

Before you start #

• The Benefits module must be installed and enabled (see Getting started with the Benefits module).
• To open the configuration, you need the Benefits administration — access permission.
• To create, edit and activate a benefit and manage its documents, you need the Manage benefits catalog and their documents permission at Execute level. The Administrator role holds it.
• Without that level, you can view and export the catalogue, without create or edit buttons.
• Declare your suppliers first: you will then pick them from a list instead of retyping their name (see Suppliers and compliance controls).

Reading the catalogue #

Open Settings › Benefits and click the Catalog tile.

Benefits are grouped by category. Each card shows:

• the status, Active (offered to employees) or Draft (invisible to them);
• the provider and the description;
• the split of the contribution, for example Employer 50% · Employee 50%;
• the number of enrolled employees over eligible employees, and the adoption rate.

The Search… field filters on benefit name and provider; the category buttons narrow the display. Click a card to open the benefit’s detail.

Exporting the catalogue #

Click Export. A CSV file of the displayed benefits (filters included) downloads, with category, provider, status, mandatory flag, auto-enrolment, employer share, costs per head, enrolled and eligible counts. The message “Catalogue exported” confirms.

Importing from the Illizeo catalogue #

Illizeo offers a list of standard benefits for your company’s country, plus international benefits. The Illizeo catalogue button shows how many are still to discover.

1. Click Illizeo catalogue.
2. Tick the benefits you are interested in. Each shows its category, a description, an optional note and the Usual employer share; some are marked Usually mandatory or International.
3. Click Import.

Imported benefits arrive as Draft and without pricing: the cost depends on your contract. Enter it, then activate the benefit. If your company’s country is not set, only international benefits are offered; fill it in under Settings › Organization › Company. When everything has been imported, the dialog says so.

Creating or editing a benefit #

1. Click Add a benefit, or open a benefit and click Edit.
2. Fill in section 1 General information: Name, Provider (chosen from your register) and Category.
3. Fill in section 2 Employer coverage: the Total cost per head / month, i.e. the contract price, then the Employer share with the slider.
4. Set section 3 Eligibility & enrollment rules: Mandatory enrollment and Automatic enrollment.
5. Check the Summary on the right, then click Activate benefit or Save as draft. The message “Benefit activated” or “Draft saved” confirms and you return to the catalogue.

The cost summary #

The Summary recalls the Coverage, the Category and the number of Eligible employees. As soon as the cost per head is entered, it calculates the Employer cost / month and Employer cost / year: cost per head × employer share × eligible employees. Without a cost per head, it asks you to enter one.

Differentiated pricing by coverage #

Covering a family does not cost what covering one employee costs. Switch on Differentiated pricing by coverage to enter a price per coverage:

1. Tick each coverage offered: Employee only, Employee + partner, Employee + children, Whole family.
2. Enter its monthly total. The employer share (“incl. …”) is calculated with the employer rate.

Without a grid, a whole-family enrolment is priced as one person. A ticked coverage with no price is billed at the general cost per head. With a grid, the summary remains an estimate at the base price: the real charge depends on the coverages chosen at enrolment. This grid also feeds the coverage simulator in the employee space.

Mandatory and automatic #

• Mandatory enrollment: the benefit shows as “Mandatory · included” to employees, who cannot unenrol but can request a waiver.
• Automatic enrollment: on activation, active employees are enrolled automatically, new hires included, except those who unenrolled or were granted a waiver.

The French scheme #

For a benefit in the Health & protection category, the French scheme field turns it into a mutuelle (health costs) or a prévoyance (death and disability) scheme, targeted by sub-company and category. It feeds the HR Social protection tab: see Mutuelle and prévoyance.

Viewing a benefit’s detail #

Click a card in the catalogue (Manage link). The detail shows:

• the header, with the status, provider, split, and the Edit and Manage enrollments buttons (the latter leads to the HR space);
• four indicators: Enrolled, Adoption rate, Employer cost / month and Employee contribution / month;
• the list of Enrolled employees, with their Coverage and Contribution;
• the Eligibility card: the benefit is offered to all active employees, and the Eligible population gives their number;
• Documents & links and the Benefit history.

Attaching a document or a link #

1. In Documents & links, click Add.
2. In the Add a document dialog, choose File (PDF, DOC, image, 10 MB max) or Link (an https address).
3. Give it a Name. For a file, the name fills in from the file’s name.
4. Choose the Visibility: Employees (the document appears in enrolled employees’ Your certificates) or Admin (management only).
5. Click Add. The message “Document added” confirms.

The icon at the end of each row downloads the file or opens the link; the bin removes it (“Document removed”).

The history #

The Benefit history keeps track of every action: creation, activation, switch to draft, edit, change of per-coverage prices, document added or removed, enrolment and unenrolment, with date and author. It starts with the first recorded action.

Good to know #

• A draft benefit appears neither in the employee space nor in enrolments.
• Switching a benefit back to draft removes it from the visible offering; existing enrolments are kept.
• An imported benefit is yours: you can change everything.
• Amounts are in your organisation’s currency.

Frequently asked questions #

Why does the summary show no cost? #

The Total cost per head / month is empty. Enter the contract price: the monthly and yearly employer cost appears at once.

My provider is not in the list. #

Add it in Settings › Benefits › Suppliers, or reactivate it if it is inactive; it will then appear in the form.

How do I offer a benefit to only some employees? #

Eligibility covers all active employees. Only the French mutuelle and prévoyance schemes can be targeted by sub-company and category.