📝 What is this 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 personalized according to the needs of your company.
Three types of plans are available:
🍽️ Cafeteria Plan
🚲 Mobility Budget
🎁 Bonus Plan
📊 The plans dashboard
The main screen offers you a complete view of all your active plans. Each card indicates the name of the plan, the type of benefit, the current status of the plan and whether the employees have already been invited. If you have several active products, you can filter the plans by type of benefit.
➕ Create a plan
The creation of a plan is done in 3 guided steps.
⚙️ 1️⃣ Plan configuration
Give your plan a name, select the type of benefit and choose the applicable policy framework — the standard Monizze policy or a personalized policy.
⚙️ 2️⃣ Plan parameters
Configure the details of the plan: contribution amounts, budget closing dates, specific options (e.g. IT equipment reimbursement, telecom budget…). The form adapts dynamically depending on the type of plan selected — you only see what is relevant for 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 finalize your plan.
➕ Add employees to a plan
Once the plan is created, adding employees is done in 4 guided steps.
👥 1️⃣ Employee selection
Choose the employees to add to the plan from the list. Only the eligible employees (not yet assigned to a plan of the same type) are displayed. A basket selection allows you to keep your choices while navigating from one page to another.
✅ 2️⃣ Compliance verification
For each selected employee, complete the required information (budget amounts, mobility variables…). The form highlights in real time the missing or invalid data. 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 parameter allows you to control the loading behavior:
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 Bulk modification .
✉️ 4️⃣ Summary & launch
A summary screen presents all the 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 the invitations
You retain full control over when your employees are notified:
At launch — The invitations are sent immediately upon 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 parameters, 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.
📊 Statuses of the plans and the employees
Statuses of the plans
Status Explanation 🟡 Draft The plan is being configured, not yet active 🟠 Scheduled The plan is configured and scheduled to go online 🟢 Active The plan is online and the employees benefit from it
Statuses of the employees within a plan
Status Explanation ✅ Active The employee is correctly configured and receives their benefits ⏳ Pending Waiting for the employee to finalize their onboarding (e.g. signing of the documents) 🔴 Suspended The employee's access is temporarily blocked due to a compliance issue