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Benefits Management Manual

Welcome to the Benefits Management App! This application is designed to help users manage employee benefits efficiently. Whether you're an HR manager or a staff member, the app provides tools for benefit assignments, category setup, and employee tracking.

1. Getting Started

The Benefits Management App in the PULSAWORK platform is designed to streamline the way organizations manage and assign employee benefits. It enables HR teams and managers to clearly structure, assign, and track both financial and non-financial benefits across departments and employee roles.

Purpose

This app helps centralize benefit-related processes, improve transparency, and ensure that benefit entitlements are allocated correctly. It supports HR operations by simplifying benefit classification, monitoring, and reporting.

Key Features

  • Central Benefit Register
    Maintain a complete list of all available employee benefits, including wellness, meal plans, bonuses, and more.

  • Custom Categories
    Create and manage benefit categories (e.g., financial, non-monetary, mobility) using color-coding and tags.

  • Benefit Assignment
    Assign specific benefits to individual employees or groups, with visible tracking in their profiles.

  • Integrated with Employee Profiles
    Automatically links benefit data with employee records for historical and analytical insights.

  • Filtering and Search Tools
    Easily find benefits by name, type, or number of assignments using dynamic filters.

  • Exporting for Reports
    Export filtered data into Excel .XLSX for audits, HR reviews, or payroll integration.

  • User-Friendly Design
    Intuitive interface suitable for non-technical users with minimal training needs.

  • Settings & Customization
    Modify categories, icons, and default values through the Settings section.

Use Cases

  • Assigning performance-based bonuses
  • Managing cafeteria or benefit points systems
  • Creating custom benefit packages per team or seniority level
  • Tracking historical benefit usage per employee

✅ Why it matters:
By digitizing benefit processes, the app improves clarity, prevents manual errors, and enhances employee satisfaction through transparent and structured benefit access.

Logging In

  1. Open the Benefits Management App.
  2. Enter your username and password.
  3. Click on Login.

Dashboard Overview

Once logged in, you'll see: - Total number of benefits - Recent benefit activity - Quick access to main features

🧠 Tip: For a smoother experience, always configure benefit categories first and ensure user profiles are up-to-date before assigning benefits.

2. Setting Up Benefit Categories

Before creating benefits, you need to configure Benefit Categories:

➕ Adding a New Category

  1. Navigate to Settings → Benefit Categories.
  2. Click Add Category.
  3. Fill in:
  4. Name
  5. Color (for easy visual identification)
  6. Click Save.

✏️ Editing a Category

  1. Open the categories list.
  2. Click Edit next to the category.
  3. Modify name or color.
  4. Click Save.

🗑️ Deleting a Category

  1. Go to the categories list.
  2. Click Delete next to the selected category.
  3. Confirm deletion.

3. Benefits Management

➕ Adding a New Benefit

  1. Click Add Benefit.
  2. Fill in:
  3. Name
  4. Category (must exist beforehand)
  5. Icon (optional)
  6. Amount
  7. Click Save.

✏️ Editing a Benefit

  1. In the benefits list, click Edit.
  2. Update fields.
  3. Click Save.

🗑️ Deleting a Benefit

  1. Find the benefit.
  2. Click Delete.
  3. Confirm.

4. Assigning Benefits to Employees

🧩 Assigning Benefits

  1. Go to the benefits list.
  2. Click Assign on a specific benefit.
  3. Select employees.
  4. Click Confirm.

5. Filtering & Exporting

🎯 Filtering Options

  • Category – Filter by benefit type.
  • Name – Search benefits.
  • Assigned Employees – Filter by assignment count.

📤 Exporting Data

  • Export benefits or categories as .XLSX.
  • Filters apply to exported content.

6. Viewing Assigned Benefits

  1. Go to benefits list.
  2. Click View Assignees next to a benefit.
  3. A list of assigned employees and their positions appears.

7. Connection with Profiles

Each benefit assignment links directly to the employee profile. This enables: - Historical tracking - Cost allocation - Employee overview

8. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Benefits App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy recruiting! 🚀

9. FAQ

How do I reset my password?

Click "Forgot Password?" on the login screen and follow the steps.

an I add multiple benefits at once?

Currently, bulk uploads aren't supported — add them one by one.

What should I do if I encounter an error?

Contact your administrator or support.

How can I view past assignments?

Use filters in the benefits section to select by date or employee.

Is there a mobile version?

The app is optimized for desktop. A mobile version may come later.