Welcome to Perkbox!
When you log in as an admin for the first time, you'll see an admin setup widget that guides you through setting up your platform step by step.
This is designed to make the setup process as smooth as possible and help you get the most out of the platform from day one. You can complete them in order or come back to them whenever you’re ready.
Watch this video to see a detailed walkthrough of how to set up your platform, then follow the steps below.
Before you start
You’ll need to be logged in as an admin
The admin area is only available on the desktop version of Perkbox
To access it, select Enter Admin in the top right of your homepage.
Section one – Quick start
These are the essentials and should only take a few minutes to complete.
Step one – Add your logo and colours
Upload your company logo and brand colour so the platform feels familiar to your people.
Select Add logo
Upload your logo
Choose your brand colours
If you need to make any changes or access this area of the platform at any time, simply select Customisation > Logo and colours.
Step two – Edit the welcome email
All users receive a standard welcome email when they’re invited to Perkbox. You can personalise part of this email so it feels like it’s coming directly from your organisation.
Select Edit welcome email
Update the editable section with your own message
To navigate here at a later time, simply select Customisation > Welcome message.
Step three – Invite other admins
If other people will help you manage Perkbox, you can invite them as admins.
Select Invite admins
Add their first name, last name and email address
Set their role to Global admin
Select Add to send the invite
To do this later, go to People > Add new people > Add a single person.
Step four – Add countries
If your workforce is based in more than one country, you’ll need to add each relevant country. This ensures employees see the perks available in their location.
Select Add countries
Add all countries where you have employees
You can find this at any time by clicking on Countries from the admin navigation menu.
Section two – Promote your culture
This section helps you bring your culture, values and recognition to life on Perkbox.
Step one – Top up Reward points
Reward points are a great way to thank your people for their hard work and celebrate their achievements and milestones. Once you've purchased Reward points, you can assign budgets to managers to reward their teams.
Select Add Reward points
If your balance is empty, select Buy points
Enter the amount you want to buy
Note: £1 equals 10 Reward points.
You’ll then see a summary and can choose to pay by bank transfer or card.
To do this later, simply select Rewards > Buy points.
Step two – Add company celebrations
Celebration tags help employees choose why they’re recognising a colleague, and are a great way to personalise the platform to your company even more.
Select Add company celebrations
Hide any default celebrations that aren’t relevant
Add your own company-specific celebrations, such as ‘Employee of the month’
If you need to make changes or add more celebrations at any point, simply select Customisation > Company celebrations.
Step three – Add company values
Link your values to recognition so employees can highlight behaviours that matter most to your organisation.
Select Add company values
Add or edit your values
Add a name, description, value tag, and trophy (upload image)
You can make changes at any time by going to Customisation > Company values.
Step four – Add company benefits
You can list benefits you offer outside of Perkbox, such as pensions or family leave, to keep everything in one place.
Select Add company benefits
Select Add a benefit and follow the on-screen steps
To add or edit your company benefits at a later time, simply navigate to Customisation > Company benefits. You can also find more information on adding company benefits in this help article.
Step five – Edit your Culture hub
The culture hub is your digital noticeboard for sharing updates and resources.
You can:
Add images, videos, PDFs and documents
Share links
Notify employees when something new is added
You can update your Culture hub any time by going to Culture hub > Edit Culture hub after logging in to the platform (not found in the admin portal).
Section three – Automate your platform
Enable single sign-on (SSO)
Single sign-on lets employees log in using their work credentials instead of a password or one-time code.
Select Enable SSO
Follow the configuration steps on screen
Important: We recommend involving your IT team. You’ll need to know your identity provider, such as Azure, Okta or Google. The Perkbox team can share setup guides for your provider, and we suggest reviewing our checklist to consider when integrating.
To enable SSO at a later time, simply navigate to the admin portal then choose Integrations > Enable single sign-on > Learn more.
Section four – Create your organisation
This section helps you structure your platform and add your people.
Step one – Create teams
Teams make it easier to manage rewards, reporting and targeted benefits.
Select Create teams
Add a team name, such as Marketing or Finance
Choose whether it’s a department or a site
Optionally assign a manager
You can make changes at any time by navigating to Teams in your admin portal.
Step two – Add users by CSV upload
You can upload employees in bulk using a CSV file.
Select Upload users by CSV
Choose a country (uploads are done per country)
Download the template and complete it
Required fields:
First name
Last name
Email address
Optional fields include:
Date of birth
Employment start date
Team
Role (user or admin)
External ID
Important: Uploading your CSV triggers welcome emails. Only upload when you’re ready for employees to receive their invite.
To add users another time, simply log in as an admin then go to People > Add new people > Add multiple people by CSV. You can find more information on adding users by CSV upload in this help article.
Step three – Assign team managers
Once users are on the platform, you can assign managers in bulk.
Download the team manager CSV template
Add the manager’s email address and team name
Upload the completed file
This saves you assigning managers one by one.
To make changes or assign team managers later on, navigate to Teams > Bulk assign managers.
What happens next
Once you’ve completed the setup widget, your platform is ready for employees to start using. You can return to any section at any time if you want to make changes or continue setting things up.
If you get stuck or something doesn’t look right, our team is here to help. We recommend reaching out to your Client Success Manager for guidance, or you can send a message to our support team via the chat button in the bottom right.