Self-registration gives you full control over how employees join Perkbox.
Instead of approving users after they sign up, you upload single-use validation codes in advance. Employees can only create an account if their code matches one in your system.
There is:
No post-registration approval
No manual validation step
Immediate validation at sign-up
Full visibility of code usage
If you have additional questions about how self-registration works, see the FAQs at the bottom of this article.
Before you start
You’ll need to:
Decide which validation type you want to use
Prepare your validation codes (for example, Employee Numbers)
Each code is:
Valid for one employee
Usable once only
Step one – Go to self-registration settings
After logging in, go to Enter Admin > Settings > Self registration.
You’ll see the Enable registration button.
Step two – Enable registration and choose a validation type
Start by selecting Enable registration, then choose a Validation type.
For non-NHS customers:
Employee number
Payroll number
Membership ID
For NHS customers:
Assignment ID
Select Enable. If registration is not enabled, employees will not see Create Account on the login page.
Step three – Add validation codes
Once enabled, you’ll see your selected validation type (e.g. employee number):
Select Add codes.
You can then choose:
Add single code
Import codes (CSV)
Option one – Add a single code
Select Add single code
Enter a code (minimum 3 digits)
Select Add
Select Add codes to confirm
Option two – Import codes via CSV
Select Import codes (CSV)
Drag and drop your CSV file or select browse
Your file must:
Contain a single column
Have no header row
Include one code per row
Select Add codes, then refresh the page to see newly uploaded codes.
Managing and tracking codes
On the Self registration page, you can view:
Validation code
Date created
Status (Registered or Not registered)
Registered name
Registered email
If a code has been used, select View profile (MFA required) to open the employee profile.
You can also:
Use the search bar to find a code
Select Remove to delete unused codes
Select Disable registration to turn the feature off
How registration now works
With enhanced self-registration:
A validation code must already exist in your list
The code can only be used once
Accounts are created instantly if details match
Failed registrations are rejected immediately
If a user enters a code that doesn’t exist, their account will not be created.
This improves:
Data integrity
Access control
Audit visibility
Admin efficiency
Here is what employees will see when they follow the link to sign up:
FAQs
What is self-registration?
What is self-registration?
Self-registration allows employees to create their own Perkbox account using a unique employee identifier (such as an Employee ID, Payroll ID, or Assignment ID) provided by their employer, without the employer uploading employee personal data upfront via CSV, HR integration, or SSO.
This helps organisations onboard employees securely while reducing data-sharing requirements.
Is self-registration available for all clients?
Is self-registration available for all clients?
Self-registration is currently available on request for eligible clients.
Please speak to your Customer Success Manager (CSM) to confirm whether this option is suitable for your organisation and to support setup.
How does an employer enable self-registration?
How does an employer enable self-registration?
Admins enable self-registration from the Admin Dashboard:
Admin > Settings > Self registration
From here, the admin:
Uploads a list of unique identifiers (e.g. Employee IDs)
Saves the configuration
Shares the organisation’s self-registration link with employees
Self-registration is opt-in and only works once this setup is complete.
What employee data does the employer need to upload?
What employee data does the employer need to upload?
Employers upload only a list of unique identifiers, such as:
Employee ID
Payroll ID
Assignment ID
Each identifier:
must be unique
can only be used once
acts as a verification code during registration
No names, email addresses, or personal details are required up front.
Can date of birth be used as the join code?
Can date of birth be used as the join code?
No.
Date of birth alone isn’t supported because it isn’t unique or secure enough.
Employee IDs (or similar identifiers) are strongly recommended.
Do admins generate one join code per employee?
Do admins generate one join code per employee?
Admins upload a list of employee identifiers, not individual personalised links.
There is one self-registration link per organisation.
All eligible employees use the same link.
Each employee is verified by the identifier they enter.
How do employees register?
How do employees register?
The employee opens the self-registration link shared by their employer
They select the organisation (if prompted)
They enter their employee identifier
They receive an email invitation
They create a password and accept the terms
Each identifier can only be used once.
Can employees self-register from the normal Perkbox login page or app?
Can employees self-register from the normal Perkbox login page or app?
No. Employees must use the self-registration link provided by their employer.
Self-registration is intentionally not available from the standard login page to prevent unauthorised access.
What data does Perkbox collect during self-registration?
What data does Perkbox collect during self-registration?
Employees provide only the minimum information required to create an account, such as:
email address
password
No bulk employee data upload is required from the employer.
Does self-registration comply with GDPR?
Does self-registration comply with GDPR?
Yes.
Self-registration is designed to support GDPR compliance by:
minimising data shared upfront
allowing employees to provide their own details
ensuring only verified employees can access the platform
Can self-registration be used alongside group registration?
Can self-registration be used alongside group registration?
Yes – but not for the same employees.
Important rules:
Employees included in group registration must not self-register
Their employee identifiers must not be uploaded for self-registration
Customer Success should support clients to avoid overlap, which could cause duplicate accounts.
What happens to employees who are already registered?
What happens to employees who are already registered?
Nothing changes.
Existing employees do not need to re-register
Self-registration is intended for new joiners
Existing users continue logging in as normal
Can admins see who has registered?
Can admins see who has registered?
Yes.
Admins can see:
which employee identifiers have been used
which email address each identifier is linked to
This supports reporting, leaver management, and data cleanup.
Will self-registration affect reporting or analytics?
Will self-registration affect reporting or analytics?
No.
Once employees activate their accounts, engagement and usage data will appear in admin reporting as usual.
How should admins share the self-registration link?
How should admins share the self-registration link?
Admins can share the link via:
email
intranet or internal systems
onboarding packs
printed communications
editable poster templates
Is there an additional cost to use self-registration?
Is there an additional cost to use self-registration?
No.
Self-registration is included as part of the standard Perkbox package for eligible clients.
Will admins be reminded to refresh or clean up employee data?
Will admins be reminded to refresh or clean up employee data?
Not initially, but this is planned.
Future updates will include reminders in the Admin To-Do list to help keep self-registration data up to date.
How do employees register?
How do employees register?
Employees visit the Perkbox login page using the self-registration link you provide (or via the app), select Create account, and follow the on-screen steps to complete their setup.
What data does Perkbox collect during self-registration?
What data does Perkbox collect during self-registration?
Employees provide only the minimum necessary personal details to create their account – no bulk data upload is required from the employer.
Does this feature comply with GDPR?
Does this feature comply with GDPR?
Yes. Self-registration allows organisations to remain compliant while still granting employees access to Perkbox benefits.
Is there an additional cost to use self-registration?
Is there an additional cost to use self-registration?
No. It’s included as part of the standard Perkbox package for eligible clients.
Can this be used alongside group registration?
Can this be used alongside group registration?
Yes, but not for the same employees. CS must ensure employees in group registration aren’t also uploaded for self-registration.
Still need help?
If users can’t see Create Account:
Check that Enable registration is turned on
Confirm the correct validation type is selected
If registration attempts are failing:
Make sure the code exists
Check that the code hasn’t already been used
If you’re still experiencing issues, contact Support via chat and we’ll be happy to help.