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I'm an admin
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Here you'll find all the information you need to set up your own flexible compensation plan.
How do I activate my benefits?How can I activate the benefits of my flex-reward plan in the tool?
How can I invite employees and admins?
Getting started with payroll
How do I add a new entity in the Payflip tool?
Budgets 💰
To find out more about managing budgets, click here.
Reports 📊
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!
Payroll 🗓️
All info about payroll
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.
Users 👤
Everything you need to know about your employees' data and how to manage it