📌 What is it?
Budget plans are the new way to configure and distribute benefits to your workers on RewardFlex. Each plan is linked to a specific benefit type and can be fully customised according to your company's needs.
Three types of plans are available:
🍽️ Cafeteria Plan
🚲 Mobility Budget
🎁 Bonus Plan
🗂️ The plans dashboard
The main screen gives you a complete overview of all your active plans.
Each card shows the plan name, the benefit type, the current plan status, and whether workers have already been invited. If you have several active products, you can filter plans by benefit type.
➕ Creating a plan
Plan creation is done in 3 guided steps.
1️⃣ Plan configuration
Give your plan a name, select the benefit type, and choose the applicable policy framework — the standard Monizze policy or a custom policy.
2️⃣ Plan settings
Configure the plan details: contribution amounts, budget closing dates, specific options (e.g. IT equipment reimbursement, telecom budget…). The form adapts dynamically based on the selected plan type — you only see what is relevant to your configuration.
3️⃣ Service selection
Choose which services and benefits are available within this plan and configure any additional options.
4️⃣ Plan validation
Save or finalise your plan.
👥 Adding workers to a plan
Once the plan is created, adding workers is done in 4 guided steps.
1️⃣ Worker selection
Choose the workers to add to the plan from the list. Only eligible workers (not yet assigned to a plan of the same type) are displayed. A basket selection allows you to keep your choices while navigating between pages.
2️⃣ Compliance check
For each selected worker, complete the required information (budget amounts, mobility variables…). The form highlights missing or invalid data in real time. A bulk import via file is also available.
3️⃣ Define a start date
Select the month from which the budget should start loading.
A key setting allows you to control the loading behaviour:
Start after signing (default) — The budget is only activated once the worker has signed the documents. No budget is loaded before signing.
Start from the selected month — The budget loads retroactively from the chosen month, regardless of the signing date.
ℹ️ You can edit this setting for all selected workers by clicking Bulk edit.
4️⃣ Summary & launch
A summary screen displays all workers and their configured budgets.
Two options are available:
Launch — Budgets are activated, but workers do not yet receive a notification.
Launch & send invitations — Budgets are activated and workers immediately receive an invitation email to join the platform.
ℹ️ A confirmation is always requested before any sending.
📬 Invitation management
You retain full control over when your workers are notified:
At launch — Invitations are sent immediately upon assignment.
Later — You can send invitations individually or in bulk at any time after assignment.
Never — You assign workers without sending a notification (useful for internal testing or phased rollouts).
✏️ Editing a plan
You can update a plan's configuration at any time — adjust settings, activate or deactivate services, manage additional options — without impacting existing worker assignments.
🗑️ Deleting a plan
A plan can only be deleted if no workers are currently assigned to it.
If workers are linked to the plan, deletion is blocked and you are notified accordingly.
📊 Plan and worker statuses
Plan statuses
Status | Explanation |
🟡 Draft | The plan is being configured, not yet active |
🟠 Scheduled | The plan is configured and scheduled to go live |
🟢 Active | The plan is live and workers are benefiting from it |
Worker statuses within a plan
Status | Explanation |
✅ Active | The worker is correctly configured and receiving their benefits |
⏳ Pending | Waiting for the worker to complete their onboarding (e.g. document signing) |
🔴 Suspended | The worker's access is temporarily blocked due to a compliance issue |