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Closing the year ๐
Everything you need to know about closing the Payflip tool
Recap of the Reset Payflip webinar ๐บDo you want to review the Payflip plan reset webinar, or reread the slides? It's this way!
Budget wrap ups at Payflip โจHere is an article to explain what this closing tab of the year is about.
Practical guide: How to get employees to sign the bonus budget annex โ๐ผIn this article, you will find all the steps to make your employees sign their bonus annex on time.
Let's get started! ๐
Here you can find everything about setting up your flex reward plan.
How do I activate my benefits?How can I activate the benefits of my flex-reward plan in the tool?
As an HR admin, I also want to have an employee account. How do I do this?
How can I invite employees and admins?
Getting started with payroll
Dashboard Overview Explanation
How do I get access to the Payflip tool?
How do I add a new entity in the Payflip tool?
Budgets ๐ฐ
To find out more about managing budgets, click here.
Benefits ๐
Read all about the different benefits in Payflip here.
Payflip benefits: Explore your options ๐This article provides a complete overview of the benefits you can choose to customize the Payflip package you offer to your employees.
Users ๐ค
Everything you need to know about your employees' data and how to manage it
Payroll ๐๏ธ
All info about the payroll in Payflip
How should the benefits be processed in the payroll?
Annual Payroll Processing
How do I upload the payroll file in the SD Worx Self Service tool?
What to do in Payflip if you change your payroll provider ?This article describes the steps to complete in Payflip when you change your payroll provider.
Activate your payroll in 3 stepsDiscover everything about the Payflip payroll module. How do we communicate choices to your payroll partner? How do you activate the module.
Residual Value Processing: New Automated System ๐What happens when the rental period of a benefit ends?
Reports ๐
To find out more about exports in the Payflip portal, click here.
Exporting Choices in PayflipThis article helps you export approved choices from Payflip.
How do I convert a .csv file to an .xlsx (Excel) file on my Windows computer?
How can you export reports?Find out how to export different reports in this article and learn more about the content of each report!