Flexi Benefit Package

After all allowable flexi benefit categories are created, go to Flexi Benefit Management > Flexi Benefit Package at PeopleX Web Portal to setup the flexi benefit package accordingly.

In this section, create a package and define the list of benefits option with maximum limit allocated.

PeopleX is flexible that you can have multiple package customized and tagged these entitlement to different group of employees according to branch, department, grade, or even by employee.  

A default flexi package already been 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. 

You can click Export to generate the details in Excel report.

Creation of Flexi Benefit Package

If you need to add a new flexi benefit package, click Add Flexi Benefit Package to add new claim category. Input the all the compulsory items accordingly and select the claimable categories created at Flexi Benefit Setting. 

Next, move on to Entitlement to continue define the flexi benefit entitlement.

Click Add Entitlement.

After you click Add entitlement, a popup will appear where you can choose whether the Entitlement is For All Year (fixed irrespective of the years of service) or Based on Service Year.

1. For All Year

• Input the Entitlement
• Select whether Prorate by Joining Date / Exit Date is required
• Decide to Allow Flexi Benefit Claim based on Date of Joining or Confirmation, or even a fixed duration after the Date of Joining or Confirmation. (The Date of Confirmation and the Date of Joining fields must be filled under Employee’s official info)
• Probation Max Entitlement is to set the maximum limit for probation staff. Ignore if not applicable.
• Put a Remark for reference in the Entitlement Detail screen.
• Finally, set your Target Rule for this flexi benefit package to indicate the target or who will be subject to this policy. 
  
  • If there's no rule being set, the setting will be applied to all.
  • 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 Update to save the setting.

2. Based on Service Year

• Click Add Service Year to input the Entitlement by year of services completed. (Please input from Year 0 if required)
• Select whether Prorate by Joining Date / Exit Date is required
• Decide to Allow Flexi Benefit Claim based on Date of Joining or Confirmation, or even a fixed duration after the Date of Joining or Confirmation. (The Date of Confirmation and the Date of Joining fields must be filled under Employee’s official info)
• Probation Max Entitlement is to set the maximum limit for probation staff. Ignore if not applicable.
• Put a Remark for reference in the Entitlement Detail screen.
• Finally, set your Target Rule for this flexi benefit package to indicate the target or who will be subject to this policy. 
  
  • If there's no rule being set, the setting will be applied to all.
  • 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 Update to save the setting.

Learn more about PeopleX Flexi Benefit!