They allow you to group benefits into clear sections, making it easier for employees to find the benefits, allowances, pensions, or insurance policies available to them.
For example, you may choose to create categories such as:
Insurance
Benefits
Allowances
Pensions
Wellbeing
This is especially useful if you have a larger number of benefits, want to highlight certain benefits more prominently, or need to organise benefits by type.
What are Homepage Categories?
Homepage Categories are the headings that appear on the employee homepage in Happl.
Each category can contain one or more benefits. Employees will then see their benefits grouped under these headings, helping to keep the homepage tidy and easy to navigate.
A category will only appear on the homepage if there is at least one benefit assigned to it. If no benefits are assigned, the category will not be visible to employees.
How to create a Homepage Category
To create a new Homepage Category:
Go to Settings in Happl Admin.
Select the Homepage Categories tab.
Click Create Homepage Category in the top right-hand corner.
Add the category name.
Add the display order.
Save your changes.
Once created, the category will be available to assign to benefits.
Understanding display order
Display order controls where the category appears on the homepage.
The higher the display order number, the higher the category will appear on the homepage.
For example, if you want a category to appear at the top of the homepage, you may want to give it a higher number, such as 100. A category with a lower number will appear further down the page.
You can think of this like a leaderboard: the highest number appears first.
Editing an existing Homepage Category
You can edit an existing Homepage Category at any time.
To do this:
Go to Settings.
Select the Homepage Categories tab.
Find the category you would like to update.
Click the edit option for that category.
Update the name or display order.
Save your changes.
This can be useful if you want to rename a category, change the order it appears in, or tidy up the structure of your homepage.
Assigning a benefit to a Homepage Category
Once a Homepage Category has been created, you can assign benefits to it.
To assign a benefit to a category:
Go to the relevant benefit, policy, pension, allowance, or enrolled benefit in Happl Admin.
Open the benefit settings.
Scroll down to the Homepage Category field.
Select the correct category from the dropdown.
Add the benefit display order, if required.
Save your changes.
You will need to create the Homepage Category before you can assign a benefit to it.
Understanding benefit display order
As well as setting the order of the categories themselves, you can also control the order that benefits appear within each category.
The same rule applies: the higher the display order number, the higher the benefit will appear within that category.
For example, if you want a specific benefit to appear first within the Allowances category, give it a higher display order number than the other benefits in that category.
Why is my category not showing?
If a Homepage Category is not appearing on the employee homepage, this is usually because there are no benefits assigned to it.
Categories will only appear once at least one benefit has been added to them.
This is helpful if you manage multiple entities or environments, as categories without assigned benefits will not show to employees unnecessarily.
Best practice tips
We recommend keeping your categories clear and easy to understand. Category names should help employees quickly understand what type of benefits they can find there.
For example:
Use Insurance for benefits such as Private Medical Insurance, Life Assurance, or Group Income Protection.
Use Allowances for benefits such as wellbeing allowances, learning budgets, or flexible spending pots.
Use Pensions for pension-related benefits.
Use Benefits or Perks for general benefits that do not sit neatly elsewhere.
Try to avoid creating too many categories, as this can make the homepage harder to navigate.
Need help?
If you have any questions or need support with setting up Homepage Categories, please contact the Happl Support team, who will be happy to help.