The Benefits module brings your company’s employee benefits offering into Illizeo: supplementary insurance, meal vouchers, mobility, well-being and savings. Employees view their package, enrol, declare their dependents and their life events; HR process requests, run enrolment campaigns and track costs; the administrator defines the catalogue, the suppliers and the rules. This article introduces the module, its screens, the permissions that open them and its general settings. It is written first for the administrators who set it up.
The module at a glance #
The module has two entry points:
- the Benefits menu entry, the everyday screen. An employee sees their Employee space; a manager sees the Human resources space with its tabs, and can switch to their own view with the Admin / Employee selector;
- Settings › Benefits, where the offering is configured, in three tiles: Catalog, Suppliers and Settings. The benefits compliance controls live in Settings › Manage Illizeo › Compliance, in the Benefits tab of each country.
The module’s articles #
- The employee space: enrolling, dependents and benefits statement — what every employee does.
- Building the benefits catalogue — creating, pricing and activating a benefit and attaching documents.
- Requests, campaigns and enrolments for HR — the day-to-day management space.
- Mutuelle and prévoyance: affiliations, waivers and payroll check — the French schemes.
- Suppliers and compliance controls — the supplier register and the per-country checklist.
What each profile sees #
- Employees see their Employee space: their package, their benefits, those available to them, their dependents, their certificates and their individual benefits statement. They enrol, unenrol, request a waiver and declare life events.
- HR also see the module’s Human resources space, with the tabs their permissions open: Requests, Campaigns, Enrollments, Reports and Social protection.
- Administrators have all of this plus the configuration: catalogue, suppliers, module settings and compliance controls. A link at the top of their HR space, “Benefits configuration (catalog, suppliers, compliance) is managed in Settings › Benefits”, takes them there.
Before you start #
- The module must be subscribed to and installed: App Store, Benefits card. It must also be open to each user’s account.
- Screens open according to the permissions of the Benefits catalogue, in Roles and permissions. Here are the module’s permissions and the roles that hold them as delivered:
- Benefits module access (employee space) — Access level: all employees.
- Benefits administration — access — opens the HR space: Administrator and HR roles.
- Process benefit requests (approve / reject) — Access to read the Requests tab, Execute to decide: Administrator and HR.
- Enrollment campaigns (create, relaunch, close) — Access to read, Execute to act: Administrator and HR.
- Benefits payroll summary and roster — opens the Enrollments and Reports tabs: Administrator, HR and payroll manager.
- Mutuelle and prévoyance (affiliations, waivers, payroll check) — Access to read, Execute to affiliate, waive and import: Administrator, HR and payroll manager; Access only for the auditor.
- Manage benefits catalog and their documents — Execute to create and edit: Administrator.
- Benefits compliance controls: Administrator.
- Benefits — Settings: Administrator.
- There is no override: an administrator sees everything because their role holds all these permissions. Removing a permission in the matrix removes it from the administrator too.
Putting the module into service #
- Install the module from the App Store.
- Open Settings › Benefits › Suppliers and declare your insurers and providers, or import them from the Illizeo catalogue.
- Open Settings › Benefits › Catalog, add your benefits or import those Illizeo offers for your country, enter their price and activate them.
- Check the module settings in Settings › Benefits › Settings (see below).
- Give your HR team the management permissions they need, then announce the opening to employees, for example with an enrolment campaign.
Configuring the module #
Open Settings › Benefits and click the Settings tile. The Benefits settings screen has three switches. Each change is saved at once; the message “Setting saved” confirms it.
- Enable the Benefits module: when off, the module is closed to everyone, managers included. A “The module is disabled.” banner says so on the settings screen, which stays open so the module can be switched back on.
- Employee self-service (enroll / unenroll): when off, only managers enrol and unenrol. Employees can still view their benefits; if they try to enrol or unenrol, a message asks them to contact their HR team.
- Allow life-event declarations: when off, new declarations are refused. Events already declared remain visible.
The Auto-enrollment card lists the active benefits that enrol active employees automatically, new hires included, except those who unenrolled or were granted a waiver. This is set per benefit, in the catalogue: click Set in the catalogue.
Without the Execute level of the Benefits — Settings permission, the screen shows each setting’s state (On or Off) without a switch.
Good to know #
- The module uses your organisation’s currency: amounts are shown in that currency.
- Benefit categories are fixed: Health & protection, Food, Mobility, Well-being and Savings.
- A draft benefit is visible only in the configuration; only active benefits are offered to employees.
- The module settings apply company-wide and are enforced by the server, not just on screen.
Frequently asked questions #
An HR user only sees the employee space. Why? #
Their role does not hold the Benefits administration — access permission. Add it in Roles and permissions, with the permissions for the tabs they need.
A tab is missing from the HR space. #
Each tab follows its own permission: Requests, Campaigns, Enrollments and Reports, Social protection. Check that the role holds the one for the expected tab.
What happens if I disable the module? #
Nobody can open the Benefits screens any more. Data is kept: switch the module back on from Settings › Benefits › Settings to find everything again.
