Overview
This article guides you through the process of bulk uploading perks to your company library in Talexio. Bulk uploading allows you to create and manage multiple perk configurations simultaneously using an Excel template, ensuring efficiency when setting up non-payroll benefits such as company equipment, discounts, or private insurance schemes.
Permissions
To add new, or manage existing Perks used in the system, you will need the Manage Benefits permission on Global level.
To add new, or manage existing Perks in an employee's position, you will need either the Manage Employment Position History permission, or the Manage Employment Position History (Excluding Remuneration) and View Salary & Benefits permissions.
How to Bulk Upload Perks
Follow these step-by-step instructions to upload perks in bulk:
- Navigate to Settings from the left-hand main navigation menu
- Select the Perks tab under System Settings
- Click the 3-dot menu next to the + ADD NEW PERK button in the top-right corner
- Click on Upload Perks from the dropdown option.
- In the Upload Perks modal:
- Step 1: Download our template – Click DOWNLOAD TEMPLATE to retrieve the structured Excel spreadsheet.
- Step 2: Import our template – Populate the template file with your perk information using Microsoft Excel, Google Sheets, or another spreadsheet editor.
- Step 3: Import the populated template file – Click UPLOAD FILE to upload your completed spreadsheet
Important: Do not change the column headings or their order in the template file. The file name uploaded must end in either .xlsx or .xls.
Template Structure & Field Descriptions
The downloaded Excel template includes the main data sheet along with reference sheets outlining accepted values: