Overview
Use the Perks module to record non-payroll benefits assigned to your staff. These items, such as company equipment, discounts, or private insurance schemes, are visible within the employee's position details but do not impact payslip calculations.
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.
Creating your Perk Library
Before assigning a benefit to an individual, you must define it within your system settings:
- Navigate to Settings on the left-hand menu.
- Select the Perks tab.
- Click + Add New Perk.
- Enter the Name, an optional Description and a Value Type. The Value Type can be either 'Individual amount (set per employee)' or 'Standard amount (same for everyone)'.
If Standard amount (same for everyone) is selected, provide the estimated value of the perk and the frequency. - Click Save.
Assigning Perks to Employees
- Open the employee's profile and go to the Employment position.
- Select the Remuneration Package tab.
- Scroll to the Perks section and click + Add Perks.
- Select the relevant Perk and input the Start Date and End Date (optional).
- Click Save.
If you leave the date range empty, the perk remains active for the duration of the employee's position history. If dates are specified, the perk will only appear as active during that window.
Viewing Active Perks
To audit an employee's total rewards at a glance, navigate to their Employment tab, click on the 3 dot menu and click View Benefits, Perks & Salary.
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