Onboarding Process

Welcome to PerksPe! This guide walks you through setting up your organization from start to finish.

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Video Walkthrough

We have prepared a complete 7-step onboarding walkthrough video — from setting up your organization to assigning perks to employees. Follow along with the detailed guide below.

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Overview: The 7 Steps (PERKSPE)

The onboarding follows PERKSPE — an easy way to remember each step:

P

Plan Organization

E

Establish Roles

R

Register Perks

K

Know Employees

S

Set Roles

P

Provide Perks

E

Evaluate Summary

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Step 1: Plan Organization

Enter your company's official information. Click Create Role to proceed.

Required Information Fields

Field	Description	Format
Organization Name	Your company's full legal name	As per ROC(Registrar of Companies)
Address	Company registered address	Text
GST Number	(Optional) Your GST number	15-char alphanumeric
PAN Number	Organization's PAN	10-char alphanumeric
CIN Number	Corporate Identification Number	21-char alphanumeric

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Step 2: Establish Roles

Define who can do what in your organization. Click Create Perk to proceed.

Default Roles

PerksPe provides these roles automatically:

👤

Employee

View perks, manage your card, and submit expense claims.

👔

Manager

Manage team members and review employee requests.

🧑‍💼

HR Admin

Manage employee perks, rewards, and HR reports.

💼

Finance Admin

Manage expenses, reimbursements, and finance reports.

🛡️

Admin

Full access to users, roles, settings, perks, and expenses.

Create a Custom Role

Need a specialized role? Click + Create Role. Provide a Role Name, Description, and select Permissions.

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Step 3: Register Perks

Create the benefits employees will receive.

Creating a New Perk

Click + Create Perk to open the wizard.

1. Basic Information: Name, Emoji, Short Name, PEP Coins value (1 Coin = ₹1), and Type (Food, Medical, Fuel, etc.).
2. Scheduling Options:
   • One-Time: For Anniversary, Birthday, or fixed bonuses. Set pre-assignment days.
   • Ad Hoc: Distribute on-demand as needs arise (initial coins set to 0, loaded manually).
   • Rewards & Recognition: Category, frequency, maximum allocation.
   • Others: Choose one-time or ad hoc.
3. Review & Create: Review all details and click Create Perk.

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Step 4: Know Employees

Add your team members to PerksPe.

Option A: Manual Entry

Enter employee details manually one by one.

Required Fields	Description
Employee ID	Your internal ID, if exists
Full Name & Email	Name and work email
Phone Number	10-digit mobile number
DOB & DOJ	Dates for Birth and Joining (DD-MM-YYYY)
PAN Number	Employee PAN
Portal Access	Yes (can log in to web app) or No

Action: Click + Add Employee, then Submit.

Option B: Upload File (Bulk Import)

1. Click Upload File.
2. Download the sample CSV.
3. Fill it out with required columns (Name, Email, Phone, DOB, DOJ, PAN, Type, Portal Access).
4. Upload file and click Submit.

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Step 5: Set Roles

Assign employees to the appropriate roles.

1. Click Assign next to the desired role.
2. Select one or more employees.
3. Click Assign n Employee(s) to confirm.

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Step 6: Assign Perks

Assign the created perk to one or more employees.

1. Select the perk you created.

2. Choose the employees who should receive the perk.

3. Choose one of the following options:

   • Assign – Assigns the perk to the selected employees. If the perk has a scheduled allocation (for example, on the 1st of every month), coins will be allocated automatically by the scheduler on the configured date.

   • Assign & Allocate – Assigns the perk and immediately allocates the coins to the selected employees. Since the current allocation has already been completed, the scheduler will not allocate the same cycle again.

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Step 7: Evaluate Summary

Review everything before completing setup.

If everything looks correct (Organization, Roles, Perks, Employees, Assignments), click Complete Setup.

🎉 Congratulations! Your PerksPe organization is now ready.