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Configuring Benefits

Learn step by step how to configure benefits in Globalli. Read the help center guide for step-by-step instructions to set up benefits for your team.

Overview

This video explains how to configure Benefits in Globalli. It is designed for Company Admins, providing an overview of how to manage carriers, policies and plans for Employees.


Watch the Demo


What You’ll Learn

  • How to add a Benefits Carrier

  • How to configure Benefits' Policies

  • About Policy Plans and Variants


Step Summary

  1. Login to app.globalli.io

  2. Select Benefits from the left-hand navigation

  3. Select Carriers

  4. Click +Add New

  5. Choose a Carrier from the list available or add an alternative manually

  6. Select and configure Policies

  7. Explore and configure Plans


Related Resources

  • Video Guide: Configuring Organization Settings

  • Video Guide: Uploading Custom Company Documents

  • Video Guide: Time & Attendance Policy Configuration


Need More Help?

If you have questions after watching the video:

  • Start a chat with our Support team using the ? icon in the top navigation or email us at [email protected]

  • Browse additional Help Centre resources

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