Benefits Overview

Benefits Overview

Benefits ▸ Overview is a read-only summary of the organization’s benefits — a kind of “benefits portal”. It shows a card for each benefit an admin has opted to display here, grouped under headings the admin names freely (e.g. “Health & Wellness”, “Vehicle & Travel”). A benefit with no heading of its own is bucketed under a shared “Other” heading.

The page is always read-only — it has no editing view of its own. The “Edit” button at the top (visible only to Admins, or a custom role with write access to Benefits) takes you straight to Settings ▸ Benefits ▸ Custom benefits, where the actual benefit catalog is managed.

For a benefit to appear on the Overview, it must be created or edited in the catalog and the “Show on the benefits overview” checkbox ticked there — at the same time you pick the benefit’s icon and, optionally, which heading/section it groups under. Showing a benefit here only controls what appears on this summary page — that’s a separate question from who is actually assigned the benefit (decided by the assignment rules in that same catalog view).