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Add a New Benefit

Summary

 Use this process to add a new employee benefit to the Plumm system. This ensures benefits are clearly listed, well-organised, and consistently documented.

In this article

  •  Before you begin
  • Step 1:  Go to the Benefits section
  • Step 2: Add benefit details
  • Step 3: Save and publish
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must be an HR Admin or Benefits Manager to add or edit benefits in the Plumm platform.

Step 1: Go to the Benefits section

  1. Log in to Plumm with your admin credentials
  2. Click People in the main navigation
  3. Select Benefits from the dropdown menu
  4. Click + Add Benefit in the top-right corner

Step 2: Add benefit details

Fill in each field with accurate and clear information:
  • Name: Enter a clear, recognisable benefit name
  • Example: Dental Insurance, Meal Vouchers, Wellness Allowance
  • Category: Choose one from the dropdown
  • Options: Health, Financial, Wellness, Time Off, Other
  • Type: Select the type of benefit
    • Examples: Loan, Allowance, recurring
  • Location: Specify where this benefit applies
  • Examples: United States, Canada, EMEA, Global
  • Currency: Enter the applicable currency or “N/A” if not monetary
  • Examples: USD, GBP, EUR, N/A

Step 3: Save and publish

  1. Review all entered details
  2. Click Save Benefit
  3. The benefit will now appear in the Benefits list for relevant employees

Frequently Asked Questions (FAQ)

1. Can I edit a benefit after publishing it?

Yes, HR Admins can edit or archive any benefit at any time by returning to the Benefits section.
 

2 .  Can I assign benefits to specific employee groups?

Yes. Once the benefit is saved, use the Eligibility Rules panel to set up location- or role-specific access.

3.  What if a benefit applies in multiple currencies?

Create separate entries for each currency with matching names and different location/currency settings.