Perkbox

Manage your platform with ease – from permissions to reporting and automation.

Admin tools

Building an engaging benefits and rewards platform for your employees.

Your Perkbox Launch Guide

A central hub for managing all aspects of your Perkbox platform.

What is the admin dashboard?

Everything you need to know about the 2-step Verification process

2-Step Verification

Step-by-step guide to using the admin setup widget when you first log in.

Setting up your Perkbox platform

Everything you need to get your platform up and running – including a step-by-step launch guide.

Getting started

Quickly add multiple new users to Perkbox at once using a simple CSV upload.

How to: use a CSV to add multiple users

Access levels in Perkbox – what admins, managers and users can do, plus how to download your people list.

What are the different access levels?

Enable validation-based self-registration and manage single-use codes.

Set up self-registration

Learn how to add employees, manage teams, and update access settings across your platform.

Managing users

Add countries to your Perkbox platform to manage employee location and region-based features.

How to: set up countries on Perkbox

Customise Perkbox to look and feel like your brand – from colours and logos to company values and benefits.

Personalising the platform

Promoting Perkbox: Resource Centre

Promoting Perkbox

How admins and managers can add a reward when sending or after sending a recognition.

How to: add a reward to a recognition

How to access & use Recognition from the Perkbox App

Using Recognition in the Perkbox App

Discover the tools you need to build a culture of recognition.

Celebration

FAQs for admins about wellbeing assessments, data and access.

Wellbeing assessments FAQs for admins

Manage the wellbeing tools that support your people every day.

Wellbeing

Individual Reporting FAQ

How to access reporting and understand the overall dashboard.

Reporting overview

Learn how to track your companies usage with our reporting tools.

Reporting

Full list of SSO and HRIS providers supported by Perkbox.

List of integration providers

Key checks before integrating your HR system or SSO with Perkbox.

Checklist to consider when integrating

Learn the benefits of integrating SSO with Perkbox

Enable Single Sign-On Login

Learn how linking your People Directory keeps Perkbox in sync automatically.

Link your People Directory

Find out how to connect Perkbox with your HR and payroll systems to save time and reduce manual admin.

Integrations

Connect Breathe HR to Perkbox to automatically manage starters and leavers.

Breathe HR: Automate your starters and leavers

Fourth HR: Automate starters and leavers

Google Workspace: Automate your starters and leavers

Google: SSO Setup

To finalise the process, please log into your Perkbox Admin Portal

Microsoft Azure: Automate your starters and leavers

Learn how Perkbox integrations via WorkOS keep employee details in sync and simplify sign-in.

Introduction to integration via WorkOS

Microsoft Azure: SSO setup

This article contains some more in-depth FAQs around the Perkbox app installation and permissions within Microsoft Teams

FAQ: Perkbox for Microsoft Teams

Okta: Automate your starters and leavers

Okta: SSO setup

Configure ADFS Single Sign-On so employees can sign in to Perkbox using work credentials.

ADFS: set up Single Sign-On (SSO)

Workday: Automate your starters and leavers

Learn how to integrate Perkbox with your existing systems in these step-by-step guides.

Integrating with a specific provider

Billing & Payments

Find answers and troubleshooting guidance for billing and payments queries.

Billing

Find answers and get help from Intercom Support and Community Experts

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