Subscriptions are typically used when Happl does not currently have a direct API connection with the provider, but you still want to manage the benefit, employee enrolments and payroll reporting through the platform.
Examples of subscription benefits could include:
Electric vehicle schemes
Gym memberships arranged directly with a provider
Other recurring employee benefits with monthly payments, deductions or reporting requirements
Before you start
Subscription benefits currently need to be set up by the Happl team. If you would like to add a new subscription benefit, or make changes to the setup of an existing one, please contact Happl Support and the team will be happy to help.
Once the benefit has been set up, you can manage employee subscriptions directly in the admin area.
What employees can see
When an employee is enrolled in a subscription benefit, Happl can show them key information about their subscription, including:
The total value of the benefit or subscription
Any savings they are making
Their monthly payments
Their cover or subscription dates
The current status of their subscription
This gives employees a clear view of what they are paying, what they are saving and how long their subscription runs for.
How to view a subscription benefit
To view a subscription benefit:
Go to Admin.
Select Company Benefits.
Go to Enrolled Benefits.
Open Core Benefits.
Select the relevant subscription benefit.
From here, you can see an overview of the benefit and how it appears in your benefits setup.
You may also see other enrolled benefit types in this area, such as Cycle Scheme. Some of these benefits may have direct provider integrations, while subscription benefits are used where a manual payroll reporting setup is needed.
Managing the benefit overview
Within the benefit page, you can view the benefit overview and manage where the benefit sits on the employee home screen.
You can also see information about the rules that have been configured for the benefit, such as available subscription or contract lengths.
At the moment, copy changes for subscription benefits need to be made by the Happl team. If you would like to update the wording shown to employees, please contact Happl Support.
Viewing and managing members
To view employees enrolled in the subscription benefit:
Open the relevant subscription benefit.
Select See all members.
This will show the employees currently enrolled in the benefit.
From this page, you can edit an existing member’s subscription or add a new member to the scheme.
Editing an existing member
To update an employee who is already enrolled:
Go to See all members.
Find the employee you want to update.
Select Edit.
Update the relevant details.
Save your changes.
Depending on the benefit setup, you may be able to update details such as:
Subscription duration
Start date
End date or cover dates
Status
Total value
Monthly payment
Monthly savings
Keeping this information up to date helps ensure the correct details are shown to employees and included in payroll reporting.
Adding a new member
To add a new employee to a subscription benefit:
Open the relevant subscription benefit.
Go to See all members.
Select the option to add or manage a member.
Choose the employee from the dropdown.
Enter the subscription duration.
Add the start date and any other required details.
Save the member.
Once added, the employee’s subscription details will be stored in Happl and will be included in the relevant payroll reporting.
Payroll reporting
Subscription benefits are designed to help reduce the amount of manual payroll work required each month.
Once an employee has been added to a subscription benefit, the relevant details will pull through to your payroll report each month for the length of the subscription or contract.
This means you do not need to manually compile separate provider reports every month for these benefits. Instead, you can add the subscription details into Happl once, and the platform will continue reporting them for the full subscription period.
When to use a subscription benefit
A subscription benefit may be useful when:
Employees are signing up to a recurring benefit
The benefit has a monthly cost, saving or deduction
The details need to be included in payroll reporting
There is no direct API connection currently available with the provider
You want to manage enrolment data centrally in Happl
Happl is continuing to build more provider integrations over time. However, some providers may not offer an API connection, and subscription benefits help support those cases.
Need help?
If you would like to set up a subscription benefit, update the copy shown to employees, or have any questions about managing subscriptions, please contact Happl Support.