📝 What is it about?
The budget plans are the new way to configure and distribute benefits to your employees on RewardFlex. Each plan is linked to a specific type of benefit and can be fully customised according to the needs of your company.
Three types of plans are available:
🍽️ Cafeteria plan
🚲 Mobility budget
🎁 Bonus plan
➕ Create a plan
In Budgets, click on New budget, then select Cafeteria plan.
Creating a plan is done in 3 steps:
1️⃣ Plan configuration
Give your plan a name and choose the applicable policy framework. Three options are available:
Use the Monizze policy template: Monizze provides a standard policy template, based on the fixed and variable TCO system, which you can review before finalising.
Off-platform policy: The policy is managed entirely outside RewardFlex.
2️⃣ Plan settings
Define the employer contributions (ONSS) that will apply to the employees of this budget. If you use the Monizze policy template, also define the calculation method. For the employer contribution rate, check with your social secretariat - it varies depending on the joint committee and the size of the company.
3️⃣ Service selection
Choose which services and benefits are available within this plan and configure any additional options.
4️⃣ Plan validation
Before finalising, you can:
Preview the applicable policy
Save as draft to finalise later
Delete the draft if necessary Once ready, click on Finalise the plan.
➕ Add employees to a plan
Once the plan is created, adding employees is done in 4 steps:
1️⃣ Employee selection
Choose the employees to add to the plan from the list. Only eligible employees (not yet assigned to a plan of the same type) are displayed. A cart selection allows you to keep your choices while navigating from one page to another.
2️⃣ Compliance verification
For each selected employee, complete the flex budgets (year-end bonus amount + employer contributions).
3️⃣ Define a start date
Select the month from which the budget must begin to load. A key parameter allows you to control the loading behaviour:
Start after signing (default): The budget is only activated once the employee 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 have the possibility to edit this parameter for all selected employees by clicking on Bulk modification .
4️⃣ Summary & launch
A summary screen presents all employees and their configured budgets. Two options are available to you:
Launch: The budgets are activated, but the employees do not yet receive a notification.
Launch & send the invitations: The budgets are activated and the employees immediately receive an invitation email to join the platform.
ℹ️ A confirmation is always requested before any sending.
✉️ Managing invitations
You retain full control over when your employees are notified:
At launch: The invitations are sent immediately during assignment.
Later: You can send the invitations individually or in bulk at any time after assignment.
Never: You assign employees without sending a notification (useful for internal tests or progressive rollouts).
🔄 Modify a plan
You can update the configuration of a plan at any time - adjust the settings, activate or deactivate services, manage the additional options - without impacting the existing employee assignments.
🛑 Delete a plan
A plan can only be deleted if no employee is currently assigned to it.
If employees are linked to the plan, the deletion is blocked and you are informed.