Flexi Benefit Setting

First of all, go to Flexi Benefit Management >Flexi Benefit Setting at PeopleX Web Portal to setup the allowable benefit category.

By default, several common categories already generated automatically and will be listed here.

Click view for the details or edit to amend accordingly if required. You may also deactivate or delete it if necessary.

If the leave categories generated matches your leave policy, you may skip the following steps.

Creation of Flexi Benefit Category

If you need to add a new Flexi Benefit Category, click Add Flexi Benefit.

Input the compulsory fields - Code and name and toggle the requirement accordingly under Policy.

Go to Target Rule to indicate the target or those eligible for this flexi benefit. If there's no rule being set, the setting will be applied to all employees.

• • Click Add Criteria if you need to set the rules.
  • Select the Criteria Key from the drop-down menu. All available selections based on criteria selected will be displayed. Select the relevant Value and click OK. By default the condition is set to In where you can change if not relevant.
  • If you need more than one criteria, click Add Criteria and repeat the above step.
  • Click Preview button to check the rules.
  • Click Add once done and Save the setting.

Learn more about PeopleX Flexi Benefit!