Onboarding Assistant: Employee Perks Upload File

Kristina Cardona
Kristina Cardona
  • Updated

Overview

After setting up Perks provided by your company within the account setup step, you will then need to link these to the relevant employees together with the relevant monetary amounts.

Manual Updates

To add Employee Perks, you may do so by updating the relevant employee's Position History. It is necessary to first add your employees to Talexio before adding this additional information. Go to the relevant employee profile, select their Employment position and update their Remuneration package. 

 

Bulk Import Template

To upload Employee Perks in bulk, you may do this through the Onboarding Assistant. Click on the 'download template' button. An excel spreadsheet will be downloaded. This will need to be filled out based on your employees' remuneration package. To upload the template, simply save the file, go back to the Onboarding Assistant and select 'Upload'. 

 

The template features the following fields:

  •  
    • Employee Code: here, you need to input the employee code specified in the employee list upload (from the previous step). The employee code is used to map the benefit to the relevant employee. This is a mandatory field.
    • Position start date: this refers to the start date of the position the perk is linked to. Format: DD/MM/YYYY (e.g. 31/12/2019)
    • Position end date: this refers to the end date of the position the perk is linked to. Format: DD/MM/YYYY (e.g. 31/12/2020). Leave blank for an active position that has no end date.
    • Perk Name: The perk name as set up in the Perks Structure. You may select this from the drop-down menu in the template


       
    • Perk Frequency: this refers to how frequently a perk is given. This only applies for 
    • Estimated Amount: this relates to monetary amount associated with the perk. This only applies for perks with an individual value
    • Start Date/End Date: The perks inputted will be mapped to the employee's employment position and be given to the employee over the duration of their employment. So, for example, an employee has a position from 01/01/2026 till 31/12/2026. The perks applicable to this employee will be given over the duration of this employment. So there is no need to input a start date and end date for the benefits. 
      If, on the other hand, the employee is employed for the duration of 2026, but the allowance is only applicable for the second half of the year, you need to input 01/07/2026 as the start date and 31/12/2026 as the end date.
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