If you're a new administrator this guide will give you an insight into all of the different tasks that are required to administer the benefits site.
Your benefits site is designed to give employees access to many great retail discounts, and a host of fantastic benefits.
Each of our clients has a slightly different offering, so this guide will cover all of the areas. Simply ignore any section of this guide that is not in your package. However, if you see any product mentioned which you don't have, but like the look of, get in touch to find out more.
This guide is will highlight all of the critical roles for each part of the system; there are further guides on each area. Explore the helpcentre to find out more.
User Data:
The most important part of your administration tasks is the processing of joiners and leavers.
New employees cannot register on the website until you have created an account for them.
Leaver data should be removed so you do not go over your allowed headcount. Note, employee data is deleted 90 days after they are marked as a leaver.
New Joiners:
Leavers
FAQ's
Read More:
Head over to our User Management section of the helpcentre, which has a whole host of guides that go into more detail on all things benefits.
Benefits:
Most of our clients have a different set of benefits available, so this guide will focus on common aspects of how to manage employee selections and run reports, rather than specifics for certain benefits or providers.
Online Approvals:
Some benefits are selected by employees on our site and others are selected on third-party websites. For those selected on our site, you will need to review the selection and authorise or decline the employee's selection. The employee will receive an email notification when their selection is approved or declined.
After approving the selection, you will need to update payroll for the employee(s) to ensure payroll deductions are made...
...and, if the benefit is not managed and fulfilled by YouatWork, ie it was a benefit that you introduced yourself with a pre-existing relationship with a provider/broker, you will need to export the selection data and send to the provider/broker yourself.
Adding New Benefits?
We have a wide range of benefits that you can freely add-on to your site, these can be found in our Benefits Catalogue.
You can also add on your own benefits, but these cannot be made selectable on the site without assistance from our implementation team which incurs a cost. Still, you can add benefits that host important documents or link off to 3rd party websites. We call these "Information Only" benefits.
Read More:
Head over to our Benefits Manager section of the helpcentre, which has a whole host of guides that go into more detail on all things benefits.
Recognition:
If you do not have recognition in your package, you can ignore this section
Recognition is designed as a peer-to-peer recognition system, allowing employees to thank one another for their hard work or help. It can be aligned to company values, instilling those values amongst your employees.
Recognition is fully self-service; configuration and administration is completed by representatives of your company.
The day-to-day admin of recognition is low; the following guide outlines how to review all recognitions made and how to remove or make private, and recognitions you deem unsuitable
Some companies have setup their own "Perks" ; awards for employees based on recognitions. Perks are usually managed by yourselves, however, some customers have setup and agreed with us to do the fulfillment on these. The following guide shows how to perks can managed and setup
Head over to our Recognition section of the helpcentre, which has a whole host of guides that go into more detail on all things benefits.
Comments
0 comments
Please sign in to leave a comment.