Perkbox

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

Admin tools

How to: easily manage teams via CSV

How to: use a CSV to add multiple users

Add users and admins to Perkbox – single adds, CSV bulk upload, and how to modify or export your people list.

How to: add users & admins

Learn how to deactivate or reactivate a user as an admin in Perkbox, with detailed steps and Flexi points retention info.

How to: deactivate or reactivate a user

Create Teams in Perkbox – assign managers, add members (manual or CSV), set permissions and report on usage.

How to: set up a team

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

What are the different access levels?

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

Managing users

Add and manage company values in Perkbox – make them available as tags in Celebration hub recognitions and polls.

How to: add your company values

Add your logo and brand colours to Perkbox – upload a logo, pick colours, and enable branding by team or country.

How to: add your company logo and colours

Add and manage company celebrations in Perkbox – make them available as tags in Celebration hub recognitions and rewards.

How to: add your company celebrations

How to: Add your custom benefits to the platform

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

Personalising the platform

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

2-Step Verification

All you need to know to get started with the new Custom rewards feature

Admin guide to custom rewards

Billing: Understanding your invoices & payments

It's completely up to you which perks you show or hide

How to: Hide specific Perks

How to: Set up countries on Perkbox

See how your people are engaging with Perkbox

How to: Use in-platform reporting

Everything you need to know about transitioning EAP provider from Health Assured to Vivup

Overview for Admins: Transitioning EAP provider from Health Assured to Vivup

Here are some additional poll ideas that you can conduct with your team.

Poll Examples

Top 5 benefits of budgets

What is Perkbox?

What is the Admin Dashboard?

Everything you need to launch and run Perkbox

Admin Toolkit

Building an engaging benefits & rewards platform for your employees

Your Perkbox Launch Guide!

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

Launching Perkbox

We know it's important...but where do we start?

5 tips to enhance Recognition engagement

​Adding a Reward to a Recognition is easy!

How to: add a Reward to a Recognition

Got something to celebrate in your company? Tag it in Perkbox!

How to: create company celebrations

How to: Recognise everyone in one click

How to: Set up automated recognitions and rewards

How to: Use company values when Celebrating

How to: Use Polls

How to access & use Recognition from the Perkbox App

Using Recognition in the Perkbox App

What is Celebration hub?

Reward your employees with Perkbox Recognition

What is Reward?

Discover the tools you need to build a strong Recognition culture.

Celebration Hub

How to: access the Wellness hub

A hub dedicated to your physical & mental wellbeing 

Wellness hub

Promoting Perkbox: Resource Centre

Promoting Perkbox

Individual Reporting FAQ

Reward point reporting

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

Admin Reporting

Culture hub: FAQ's

Culture hub: Notifications

Follow this step-by-step guide to add content to your Culture hub

How to: Create a tile on Culture hub

Uploading files to Culture hub: FAQs

What is Culture hub?

Culture Hub

Here are a few steps to consider when HR and IT are integrating with Perkbox

Checklist to consider when Integrating

ADFS: SSO setup

Learn the benefits of integrating SSO with Perkbox

Enable Single Sign-On Login

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

FAQ: Perkbox for Microsoft Teams

A complete list of all of the providers we can integrate with.

Integration Providers

Learn the benefits of integrating your providers with Perkbox

Introduction to Integration via WorkOS

Learn the benefits of enabling our People Directory integration

Link your People Directory

Perkbox's list of Integrations

Quickly set it up to save you hours of manual work.

Short video on our Integrations

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

Integrations

Learn how to integrate BambooHR with Perkbox to automate joiners/leavers and reduce manual admin.

BambooHR: Automating your starters and leavers

Learn how to integrate HiBob with Perkbox to automate joiners/leavers and reduce manual admin.

Bob/HiBob: Automate your 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

Microsoft Azure: SSO setup

Okta: Automate your starters and leavers

Okta: SSO setup

Personio: Automate your starters and leavers

Using MS Teams to celebrate your colleagues

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.

Payments

Find answers and get help from Intercom Support and Community Experts

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