Where to create perks
Go to Admin → Perks and click New Perk. You can start from a template or build from scratch.
Start from template or scratch
- Templates: prefilled examples (e.g., Coffee Wallet, Dinner for Two, Wellness Credit, Swag Pack) you can quickly tailor
- From scratch: name, description, and all options defined by you
Configure options
- Availability: Unlimited, or Limited with an inventory count (e.g., 50 available)
- Points cost: how many points members need to redeem
- Estimated value: monetary value shown for context and exports (e.g., $25/€25)
- Delivery method:
- Receipt upload — employees scan a receipt with OCR; finance gets structured data - Link‑based — employees receive a unique link/code; near‑zero admin work - Manual — collect custom info fields; fulfill offline
- Eligibility/notes (optional): who can claim, frequency, or policy notes
Auto-Approve (per-perk setting)
Each perk has its own auto-approve toggle. When enabled, claims are instantly approved and points are deducted immediately—no admin review needed.
When to enable auto-approve:
- ✅ Link-based perks with low monetary value (<$50)
- ✅ Digital codes/vouchers from trusted providers
- ✅ Pre-paid gift cards with fixed values
- ✅ Perks with no compliance or tax implications
When to require manual approval:
- ❌ Expense reimbursements (requires receipt review)
- ❌ High-value perks (>$100)
- ❌ Perks requiring finance reconciliation
- ❌ Perks with eligibility restrictions (e.g., "once per quarter")
How to configure:
1. Admin → Perks → Open or create a perk 2. Toggle "Auto Approve" on or off 3. Save → Setting applies immediately to new claims
Note: Existing pending claims are not auto-approved retroactively. Only new claims after enabling will skip approval.
Publish and iterate
Publish to make the perk available immediately. You can edit point cost, availability, delivery method, or auto-approve setting later without downtime.
Tips
- Start with 3–5 perks that feel meaningful and varied
- Keep point costs consistent across similar value perks
- Use auto-approve for trusted, low-risk perks to reduce admin overhead
- Review redemption patterns monthly and adjust inventory or costs
