Configure choice sets
Create at least one choice set for the organisation based on the benefits configured.
Last updated
Create at least one choice set for the organisation based on the benefits configured.
Last updated
Once the flexi benefits are locked, you will be auto-redirected to the choice set configuration tool. If you closed the browser tab, use this link to load again.
After the tool loads the organisation, go through the instructions shown in the choice set configurator. Click on Create Choice Set
button to create a choice set.
The system will create a draft choice set and allow editing of choice set. Add an identifiable label for the choice set. You can select the choice owner for each benefit and rider (if applicable) and the default grade (GMC, for example) for that choice set.
You can also add a wallet amount sponsored for the employees associated with that choice set. E.g. Swiggy provided INR 5000 as a wallet amount for all the choice sets.
Once all the details are finalised, click on save. You can edit the choice set or remove a choice set any number of times.
Once you create as many choice sets as required, finalise the configuration.
Once finalised, the choice sets will be created, and the tool will display a table with the list of choice sets created. Note that the choice sets will contain an alias title and code. The alias title is required to onboard members via Collect/OT.
Once this step is completed, the flexi benefit configuration is completed. You can add members/employees to the organisation via OT and start the enrollment. Congratulations! 🎉