A benefit consists of the following components that determine its details, monetary value, and mode of delivery for employees of an organization:
As a platform admin, when creating and assigning benefits to employees, you must configure each of these components.
For the end-to-end procedure to configure a benefit based on an example, see Configuring benefits.
Benefit types
Benefit types define benefits, including the details of what they include, and how and when employees can view and avail of them.
To view, create, and configure benefit types, in your business settings, go to Benefits > Benefit types.
This section helps you understand the tasks involved in configuring a benefit type:
- Applying a policy
- Managing benefit amount delivery using Payroll
- Displaying benefit details using a data container
- Scheduling benefit delivery
Applying a policy
Benefits are governed by policies. Policies enable organizations to assign different benefit amounts for different groups of employees based on factors or attributes such as location, age, job role, and more.
For example, using a policy, an organization can vary the gym membership allowance provided to employees based on work location.
From the technical perspective, a policy is a DMN2-compliant truth table that reads inputs and provides corresponding outputs.
You can configure a policy for your benefit type in one of the following ways:
In the Add/Edit Benefit dialogue, you can switch between basic and advanced mode using the Advanced mode toggle button.
Basic mode
In basic mode, you can apply a previously-created policy to your benefit type.
Creating a policy
To create a policy, do the following:
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In the sidebar, in the Business section, click Settings.
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Go to the Policies tab.
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Click + Create New Policy.
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Enter the following details:
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Enter a Policy Name.
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In the Application Area drop-down menu, select Benefits.
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(Optional) Enter a Policy Description to document the details of the policy.
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Configure the specifics of the policy in the policy editor.
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Click Save Policy.
After creating a policy, you can assign it to a benefit type when configuring the benefit.
To apply a policy in basic mode, in the Add/Edit Benefit dialogue, disable the Advanced mode toggle button and select the policy you created in the Policy Selection field.
Advanced mode
In advanced mode, you can use scripting to define the policy you want to apply to your benefit type.
To apply a policy in advanced mode, in the Add/Edit Benefit dialogue, enable the Advanced mode toggle button and enter your policy script in the Calculate Script field.
Displaying benefit details using a data container
Some organizations might want to display only some details of a benefit to their employees.
For example, an organization might want to display the following details when providing airfare allowance:
- Employee's joining date
- Employee's travel destination
- Allowance amount
- Payment date
When configuring benefits, you can achieve this using a data container.
Why use a data container?
Data containers enable you to customize how you want to display information on Yomly screens.
You can add custom content or fetch details from the database and customize how you display them. For example, you can use custom field names, tables, or styles.
You can also use data containers to collect input from your users, which you could subsequently use in different ways in the application. You can do this by adding text fields, drop-down menus, radio buttons, checkboxes, and more to your data container.
Although the best practice for working with data containers is to create and manage them globally, as a platform admin, you can create data containers local to your business to fulfill your requirements.
Creating a local data container
To create a local data container, do the following:
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In the sidebar, in the Business section, click Settings.
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Go to Customization > Containers.
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Click + Add Data Container.
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Enter the following details:
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Enter a Container Name and Container Key.
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(Optional) Enter a Container Title and select a Container Display Type from the drop-down menu.
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(Optional) Enter a Description to document the information displayed in the data container.
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In Table Type, select Advanced Container.
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Configure the specifics of the policy in the policy creator. You can also enter a custom script in Data Source and Translations.
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Click Save Container.
You can assign any previously-created data container to a benefit type when configuring the benefit.
To add a data container to a benefit, in the Add/Edit Benefit dialogue, select the data container you created in the Data Container field.
Managing benefit amount delivery using Payroll
You can use the Payroll feature in Yomly to manage and deliver benefit amounts that need to be delivered to employees as part of their salaries. You can do this by creating pay categories and associating them with benefits.
You can use a single pay category to deliver payments for multiple benefit types.
When configuring a pay category, you can use scripting to associate it with benefit types. On the Add Pay Category page, enter your scripts in the Apply function script and Calculate Script fields.
The following example illustrates how to configure a pay category to deliver an annual air ticket allowance benefit:
Scheduling benefit delivery
When configuring a benefit type, you must set up a schedule for delivering it. This defines the distribution of the benefit amount across different delivery cycles and the delivery frequency.
To do this, specify a previously-created delivery type for your benefit type. (For more information about delivery types, see Delivery type.) In the Add/Edit Benefit dialogue, select a delivery type in the Delivery Type drop-down menu.
Delivery channels
Delivery channels enable organizations to document how benefits are delivered to employees.
To view, create, and configure delivery channels, in your business settings, go to Benefits > Delivery Channels.
You can also completely hide a benefit type from employees.
For example, an organization might want to categorize an operational cost, such as employee visa charges, as a benefit. However, they might not want their employees to view the details of this benefit in salaries, payslips, and the Benefits dashboard.
To do this, when configuring the delivery channel, you can enable the Hide for employees toggle button.
The following example illustrates how to configure a hidden benefit using delivery channels:
Delivery types
Delivery types enable organizations to set up the schedule of delivering benefits to your employees.
To view, create, and configure delivery types, in your business settings, go to Benefits > Delivery Types.
When configuring a delivery type, you can do the following:
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Configure how the benefit amount is delivered across multiple delivery cycles by selecting a value in the Accrual Frequency drop-down menu. For example, you can enable employees to accrue their benefit amount on a weekly, monthly, annual, ad hoc(, or other) basis.
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Assign a previously-created delivery channel in the Delivery Channel field. For more information about delivery channels, see Delivery channel.
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Configure whether and how the benefit amount rolls over into subsequent delivery cycles in the Rollover Frequency and Rollover Percentage fields.
The following example illustrates how to configure a delivery type for a benefit that is accrued annually:
Packages
Packages enable organizations to deliver sets of benefits to groups of employees. Packages tie different components of benefits together and act as the medium to provide benefits to employees.
To view, create, and configure packages, in your business settings, go to Benefits > Package Definitions.
This section helps you understand the tasks involved in configuring a benefit package:
Assigning employees
When configuring a benefit package (with one or multiple benefits), you can assign Audiences (Assignee Groups) to it. This enables you to deliver the benefits to all employees in the audience.
Creating an audience (assignee group)
To create an audience, do the following:
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In the sidebar, in the Business section, click Settings.
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Go to Organisation > Assignee Groups.
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Click + Create Assignee Group.
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Enter the following details:
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Enter an Assignee Group Name.
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In the Application Area drop-down menu, select all available options.
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(Optional) Enter a Description to document the reason for creating the audience.
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Configure the list of employees you want to include in the audience. To do this, do one of the following:
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Select the required options in the Assignee Groups, Organisational Units, Roles, Grades, People, Teams, and/or Locations fields.
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Select Use Advanced Assignee Grouping to use scripting to configure a custom list of employees.
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Click Save.
After creating an audience, you can assign it to a benefit type when configuring the package definition.
To assign an audience to your new benefit package, in the New Package page, in the Assignee Groups drop-down menu, select the audience you created. To save the package, click Create Package.
When you create a benefit package, it is initially saved as a draft and listed in the Benefit Packages page.
You can edit its details and add benefits to it before activating it.
Adding benefits
You can add benefits to a benefit package when creating the package or any time afterwards.
You can add the required benefits in the Benefits section, which is at the bottom of the New Package page (or Package Details page if you are editing an existing package).
Activating benefit packages
You must activate a benefit package to deliver the configured benefits to the selected audience of employees.
When viewing a draft benefit package, click Finish Package Setup to activate it.
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