Benefits
Campaigns, reports and budget simulation
Last Updated: 17.09.2026Running an enrollment campaign New campaign, then a Title, a Start and an End date. The target defaults to the active headcount: there is no list to build. During the campaign, follow Responded, New enrollments, Waivers and Pending. Use Remind non-responders midway, then Close at the deadline. The campaign joins the history with its final...
Handle requests
Last Updated: 17.09.2026The Requests tab gathers everything employees and staff movements send to the module. Five counters give the state of the queue, and the chips filter by type. The five request types Type Where it comes from Enrollment An employee asks to join a benefit. Waiver An employee asks to be waived from a mandatory benefit....
Price by coverage scope
Last Updated: 17.09.2026An insurer does not bill a single employee the way it bills a family. The Scope-based pricing panel lets you enter a price per scope, and that grid is what drives both the contribution at enrollment and the employee-side simulator. Entering the grid Tick the scopes the contract actually prices, among Employee only, Employee +...
Create a benefit
Last Updated: 17.09.2026The catalogue lists every benefit in the company, Active or Draft. A draft is visible to no employee: that is where an offer is prepared before it opens. Filling in the benefit Add a benefit. Under General information, set the Name, the Category among the five families, the Supplier and a Description. Under Employer contribution,...
Suppliers and contracts
Last Updated: 17.09.2026The Suppliers & contracts register holds what belongs to the contract rather than to the benefit: number, renewal date, how data flows in, contact. Two benefits with the same insurer both link to it, instead of duplicating the same references twice. Creating a supplier Add a supplier, then fill in the trading Name and the...
Enable and configure the Benefits module
Last Updated: 17.09.2026Three switches govern the module company-wide, under Settings › Benefits › Settings. They are enforced by the server, not just by the interface: turning self-service off genuinely refuses an enrollment submitted by an employee. The three settings Setting Effect when switched off Enable the Benefits module The whole module becomes unreachable, for employees and administrators...
Your individual benefits statement and certificates
Last Updated: 17.09.2026The individual benefits statement puts a figure on what your employer funds for you beyond salary. Open it with View my statement. What the statement shows Total value of your package — the annual sum, employer share and your share combined. A line-by-line breakdown: each benefit, its Coverage, the Employer share / yr and Your...
Declare a life event
Last Updated: 17.09.2026A marriage, birth, move or divorce entitles you to review your cover outside enrollment periods. You declare it from the A change in your life? banner. Declaring the event Click Declare an event. Pick the type: Marriage / civil union, Birth, Moving or Divorce. Enter the Event date, then Submit. The declaration lands in the...
Request a waiver
Last Updated: 17.09.2026A mandatory benefit cannot be left with a click. If you are already covered elsewhere — through your partner’s plan, for instance — you can ask to be waived. Submitting the request On the benefit card, click Request a waiver. The request goes to your HR team with the benefit name. A message confirms it...
Declare your dependents
Last Updated: 17.09.2026The Dependents panel lists your partner and children as recorded in your file. This is the list enrollment draws on, and the same one payroll uses for family allowances and partner withholding tax. Adding a dependent Click Add a dependent. Enter First name and Last name separately — both are required. Choose the relationship: Partner...
