Admin Guide

Use this guide if you manage PerksPe as an HR admin, finance admin, approver, or operations owner.

Admin Setup Journey

Start Here

Create your accountRegister your organization on PerksPe

Log in to PerksPe WebAccess the admin dashboard

Complete company onboardingSet up company profile, KYC, and bank details

Review the web dashboardExplore your admin homepage and navigation

Common Admin Workflows

Benefits & Perks

🎁

Create Perks

Set up meal, fuel, and lifestyle benefits

✏️

Edit Perks

Modify perk details and budgets

⏸️

Pause Perks

Temporarily disable a benefit

🔒

Close Perks

Permanently retire a perk

People Management

👥

Add Employees

Invite and onboard your team

🎯

Assign Perks

Distribute benefits to employees

🛡️

Assign Roles

Set admin, approver, and viewer roles

🚪

Close Accounts

Offboard departing employees

Expenses & Reports

✅

Approve Expenses

Review and action expense claims

💰

Cash Advance

Process advance requests

📋

Expense Reports

Generate and export reports

⛽

Fuel Reports

Review and export fuel transaction reports

⚙️

Settings

Configure company preferences

Admin Roles & Permissions

Need a definition? Use the Glossary.

Admin Setup Journey​

Start Here​

Common Admin Workflows​