How do you use Benefit Rules to manage your policy?

Benefit Rules allow you to define the framework of your benefits policy. You can easily configure the conditions under which employees are allowed to order a product. The result? Less administrative work, fewer errors, and complete clarity for your employees.

Why use Benefit Rules?

The system is designed to support HR by automating policy checks:

• Centralised management: Manage all rules from a single location, either for the entire catalogue or for specific product groups.
• Instant feedback: Orders that do not meet the configured rules are automatically blocked. Employees immediately see why an order is not allowed and what their alternatives are.
• Transparency: Benefit rules are displayed directly on the product page, so employees always know which conditions apply before placing an order.

The three types of Benefit Rules

You can configure rules based on three main categories:

1. Frequency: Determine how often an employee may order a product. During specific periods, such as an end-of-year campaign, you can temporarily override these rules to make the best use of the available WKR budget.

2. Values: Define the minimum and maximum value of an order. You can configure the limits that best match your organisation's policy:
   1. Total value of a product group: The maximum total amount an employee may spend (gross + net).
   2. Maximum net value: The maximum amount the employee pays themselves (employee contribution).
   3. Maximum gross offset amount: The maximum gross amount that may be offset.
3. Text-based rules: some policies cannot be validated automatically by the platform (for example, "The bicycle scheme is not available for employees with a lease car."). You can add these as text-based rules so they are still visible to employees during the ordering process.