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Edit a Benefit

Summary

Follow these steps to edit an existing benefit in the Plumm system. This allows you to update details like name, category, type, and eligibility for clarity and accuracy.

In this article

  •  Before you begin
  • Step 1:  Go to the Benefits section
  • Step 2: Select the benefit to edit
  • Step 3: Update benefit details
  • Step 4: Save the changes
  • Frequently Asked Questions (FAQ)

Before you begin

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

Step 1: Go to the Benefits section

  1. Log in to Plumm with your admin credentials
  2. Click Admin in the main navigation
  3. Select Benefits from the dropdown menu
  4. Browse or search for the benefit you want to edit

Step 2: Select the benefit to edit

  1. Click on the name of the benefit to open its details page
  2. Review the current information to ensure it needs editing

Step 3: Update benefit details

  1. Make the necessary changes to the benefit’s information, including:
    • Name: Update the benefit name if needed
    • Category: Change the category (e.g., from "Health" to "Wellness")
    • Type: Modify the type (e.g., from "Reimbursement" to "Stipend")
    • Location: Adjust the locations or regions if applicable
    • Currency: Change the currency or set it to "N/A" if no monetary value is involved
  2. You can also update any other relevant details as needed (e.g., eligibility, descriptions)

Step 4: Save the changes

  1. After making the changes, click Save Benefit to apply the updates
  2. The updated benefit details will now be visible in the Benefits list

Frequently Asked Questions (FAQ)

1. Can I update all aspects of a benefit?

 Yes, you can edit any aspect of a benefit, including name, category, type, location, and currency.
 

2 .  Will employees be notified of the changes?

Changes will not trigger an automatic notification to employees, so consider informing your team about the update separately.

3.  Can I undo changes after saving?

 Once saved, changes cannot be undone. If you need to revert the benefit back, you’ll need to manually adjust the details or create a new benefit entry.