Overview

Flowtly Editorial Team2 min

The Flowtly Benefits feature enables organisations to define and manage named benefits, such as private medical care, sport cards, meal subsidies, and life insurance. It allows for the assignment of these benefits to employees, specifying a dateFrom and dateTo range for each assignment. An employee can hold multiple benefits concurrently.

Each named benefit includes time-based pricing tiers, which define the Price, Tax %, and a default Company coverage amount, each with their own Valid from and Valid to dates. When a new price tier is added for a benefit, the system automatically closes the previous tier by setting its Valid to date.

Key information visible in the UI includes the Benefit name, Price, Tax %, Company coverage amount, Valid from, and Valid to dates. The master list of benefits can be found on the /benefits page, which displays the name and current price/coverage. Detailed price tier history for a specific benefit is available on the /benefits/:id/pricing page. Employee benefit assignments are visible within the Benefits tab of an employee's profile and in the Accountancy employee detail view.

Access to the Benefits feature is controlled by specific roles: ROLE_BENEFITS_VIEWER provides read-only access, while ROLE_BENEFITS_MANAGER grants full create, read, update, and delete (CRUD) capabilities.

Example use cases

  • Defining a new benefit: Setting up a new named benefit (e.g., "Gym Membership"), including its initial Price, Tax %, and Company coverage amount tiers.
  • Assigning benefits to new employees: When onboarding a new employee, assigning them relevant benefits (e.g., "Health Insurance", "Meal Vouchers") with a specific dateFrom and dateTo range.
  • Updating benefit pricing: Modifying the Price, Tax %, or Company coverage amount for an existing benefit. The system will automatically close the previous tier when a new one is added.
  • Reviewing employee benefits: Accessing an employee's profile to view their currently assigned benefits in the Benefits tab or reviewing benefit details in the Accountancy employee detail view.

Connection map

Part ofRefers to
Documented hereDocumented elsewhere
benefit priced by benefit-pricing-tier. benefit-assignment grants benefit. benefit-assignment held by person.priced bygrantsheld byBBenefit — A perk the company defines once — private medical care, a sport card, a meal subsidy — carrying its cost, tax rate and standard company contribution.BenefitPPricing period — A benefit's cost for a stretch of time. Adding a new one keeps the history rather than overwriting it, so past periods stay readable.Pricing periodEEmployee benefit — One benefit granted to one person for a date range. A person can hold several at once.Employee benefitPPerson — An employee. The central record the rest of the workforce data hangs off — profile, documents, leave, benefits, rates.Person

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