Before you start
- Benefits is a module. A System Admin turns it on: open Settings, choose Modules and turn on Benefits.
- HR Admins and System Admins record benefits. HollyHR keeps a record of who's on which plan; it doesn't hold costs or run pension auto-enrolment.
Add a plan and record who's on it
- Open Benefits and choose the Plans tab. Choose Add plan.
- Enter the Plan name, choose a Plan category, such as Health cash plan or Pension, and enter Offered from. Add the Provider name and Employer reference if you want, then choose Add plan.
- Choose Record membership at the top of the page.
- Choose the Person and the Offered plan, and enter Effective from. Leave Effective to (optional) empty unless you know when it ends.
- Choose Record membership.
End a benefit
- On the Memberships tab, choose End on the person's current membership. A scheduled or ended one has Correct instead.
- Enter the Final effective date and choose End membership. It shows as Ended after that date and stays in the history.
When you record someone's leaving date, What happens next offers to end their benefits on that date, ticked already. Until a membership has ended, the register tags someone who's leaving or has left with their leaving date.
Change or close a plan
- To change a plan's details from a date, choose Schedule changes on it in the Plans tab.
- To stop offering a plan, choose Close plan. Nobody new can join it, and the plan stays in HollyHR for the history.
Fix a mistake
Choose Correct on the membership (in the ⋯ menu for a current one), fix the dates, give a Reason for correction and choose Confirm correction. The original stays in the history.
What happens next
- The membership shows on Benefits as Current, or Scheduled if it starts later, and on the person's Benefits tab, where they can see it.
- The cards at the top count who's Current, Scheduled and Ended.
If something goes wrong
You don't see Benefits. A System Admin needs to turn it on: open Settings and choose Modules. Only HR Admins and System Admins can open it; everyone else sees their own on their profile.
There's no Record membership button. Add a plan first on the Plans tab.