Creating Perks

Step 1: Create a New Perk

1. Navigate to Perks: From the sidebar, click on Perks.

2. Start Creation: Click the + Create Perk button in the top right corner of the screen.

Basic Information (Step 1): Fill out the required basic details:

• Name (required): Enter the full name of the perk.

• Emoji: Select an emoji for the perk (e.g., 🎁).

• Shortname (required): Enter a short, abbreviated name.

• Coins (required): Enter the value of the perk in PEP Coins (e.g., 100).

• Type (required): Select a category from the dropdown. Available types include:

a. Food

b. Medical

c. Fuel

d. Anniversary

Rewards & Recognition

• Move to Next Step: Click the Next Step button.

Step 2: Set Up Scheduling (Recurring Setup)

• This step defines if the perk is a one-time benefit or a recurring one.

Configure Recurring Setup (Step 3):

• Recurring Months (required for recurring perks): Select the months the perk should be awarded (e.g., January, February, etc.).

• Day of Month (required for recurring perks): Enter the day of the month (1-31) for the perk to be scheduled.

Set Redemption and Dates:

• Allow Auto Redeem: Check this box if the perk should be automatically redeemed.

• Can redeem to their card: Check this box if employees can redeem the perk value to their card.

• Start Date (required): Enter the date when the perk becomes effective (format dd-mm-yyyy).

• End Date (Optional): Enter an end date if the perk is temporary.

• Review Summary: Click Review Summary to proceed.

Step 3: Review and Create

Summary (Step 4: Review & Create):

• Review the details under Basic Information and Schedule Details.**

• Confirm: Click Create Perk to finalize and add the new perk to the system. The perk will now appear in the Perks list.

How to Assign perks to employees.

• Once a perk is created, you must assign it to employees.

Assigning perks to employees

Type:1

• Access Perk Details: On the Perks list, click on the name of the perk you just created.

• Go to Assignment: Click on the Assigned Employees tab.

• Start Assignment: Click the Assign Employees button.

• Select Users: A modal will appear allowing you to select users. You can:

a. Use the search bar to find specific employees.

b. Select individual employees (e.g., John User, Sapan Dev).

c. Use the Select All checkbox.

d. Confirm Assignment: Click Assign & Allocate. The Assigned Employees tab will update with the count of actively assigned employees.

Type:2

• Click Employee tab on the sidebar

• Select employee.

• Click perks appearing on the top.

• Click manage perks.

• A modal will appear showing all the perks allotted to that particular employees.

Removing Employees from perks

• Go to Assignment: Navigate to the Assigned Employees tab for the perk.

• Start Removal: Click the Remove Employees button.