Onboarding Process

Welcome to PerksPe! This guide walks you through setting up your organization from start to finish.

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Overview: The 7 Steps

The onboarding follows PERKSPE — an easy way to remember each step:

Step	Name	What You Do
P	Plan Organization	Enter company details
E	Establish Roles	Set up user roles and permissions
R	Register Perks	Create employee benefits
K	Know Employees	Add your team members
S	Set Roles	Assign roles to employees
P	Provide Perks	Assign perks to employees
E	Evaluate Summary	Review and complete setup

A progress bar at the top shows which step you're on.

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Step 1: Plan Organization

Enter your company's official information.

Required Information

Field	Description
Organization Name	Your company's official name
Address	Company registered address
GST Number	Select Yes/No — if Yes, enter your GST number
PAN Number	Organization's PAN
CIN Number	Corporate Identification Number

Action

Click Create Role to proceed.

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Step 2: Establish Roles

Define who can do what in your organization.

Default Roles

PerksPe provides these roles automatically:

Role	Description
Employee	Can view and redeem their own perks
Manager	Can view team perks and approvals
Admin	Full access to all settings

Click Show Permissions on any role to see its access rights.

Create a Custom Role

Need a specialized role? Click + Create Role.

Field	Required	Description
Role Name	✅	Name of the new role
Description	✅	What this role is for
Permissions	✅	Select from dropdown list

Action

Click Create Perk to proceed.

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Step 3: Register Perks

Create the benefits employees will receive.

Perks Library Dashboard

You'll see:

Metric	Description
Total Perks	Number of perks created
Total PEP Coins	Total coins allocated
Total Value	Combined monetary value

Create a Perk

Click + Create Perk to open the creation wizard.

Part 1: Basic Information

Field	Description
Name	Full perk name (e.g., "Monthly Food Allowance")
Emoji	Visual icon for the perk
Short Name	Abbreviated name
PEP Coins	Value in coins (e.g., 100)
Type	Category of perk

Available perk types:

• 🍔 Food
• 🏥 Medical
• ⛽ Fuel
• 🎂 Anniversary
• 🏆 Rewards & Recognition
• 📦 Others

Click Next.

Part 2: Scheduling Options

Choose how and when the perk is assigned:

Option 1: Recurring (for Food, Medical, Fuel)

Setting	Description
Recurring Months	Every month or specific months
Day of Month	Which day (1–31)
Allow Auto Redeem	Automatically redeem to card
Can Redeem to Card	Allow transfer to RuPay card

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Option 2: One-Time (for Anniversary, Birthday)

note

Pre-assignment days (-1 to -4):

• Select how many days before the event the perk is assigned
• Example: -3 = assigned 3 days before the event

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Option 3: Rewards & Recognition

Setting	Description
Category	Type of reward
Frequency	One-time (default)
Assign Type	Manual (default)
Maximum Allocation	Limit on distributions
Start Date	When the reward begins

note

End date is automatically set to the next day.

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Option 4: Others

Choose between:

• One-time — assigned once
• Recurring — repeats on schedule

Part 3: Review & Create

Review all details and click Create Perk.

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Step 4: Know Employees

Add your team members to PerksPe.

Option A: Manual Entry

Field	Format
Employee ID	Your internal ID
Full Name	Complete name
Email	Work email address
Phone Number	Mobile number
Date of Birth	DD-MM-YYYY
Date of Joining	DD-MM-YYYY
PAN Number	PAN Number
Marital Status	Single / Married
Portal Access	Yes = can log into PerksPe

Action: Click + Add Employee, then Submit.

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Option B: Upload File (Bulk Import)

1. Click Upload File
2. Download sample CSV (optional)
3. Prepare your file with these columns:

Column	Required
Name	✅
Email	✅
Phone Number	✅
Date of Birth	✅
Date of Joining	✅
PAN Number	✅
Wedding Anniversary	Optional
Type	✅
Portal Access	✅ (True/False)

Supported date formats: DD-MM-YYYY, DD/MM/YYYY, YYYY-MM-DD

Action: Upload file and click Submit.

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Step 5: Set Roles

Assign roles to each employee.

In the Roles & Permissions section:

1. Select employees from the list
2. Choose the appropriate role for each
3. Click Assign

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Step 6: Provide Perks

Assign perks to employees.

In the Perks & Benefits section:

1. Select the perk you created
2. Choose employees to assign it to
3. Click Assign & Allocate

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Step 7: Evaluate Summary

Review everything before completing setup.

Final Checklist

Section	What to Review
Organization	Company name, address, tax numbers
Roles	All roles created and configured
Perks	Benefits created with correct values
Employees	All team members added
Role Assignments	Correct roles assigned to employees
Perk Assignments	Perks assigned to right employees

If everything looks correct, click Complete Setup.

🎉 Congratulations! Your PerksPe organization is now ready.

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Quick Reference

Step	Action	Button
1. Plan	Enter company info	Create Role
2. Establish	Set up roles	Create Perk
3. Register	Create perks	Next / Create Perk
4. Know	Add employees	Submit
5. Set	Assign roles	Assign
6. Provide	Assign perks	Assign & Allocate
7. Evaluate	Review all	Complete Setup