Activate a partner and set up the store page
Upload your signed agreement, write the short description and the store page tabs employees will see, and send it to CLVR for its one-time review, whether you skip the interest step or finish after it.
To bring a partner benefit live, you upload your signed agreement and write what employees will see. Then you send it to CLVR for a one-time review. You can do this when the pill says Your turn, after the provider contacted you, or straight away if your company already has a signed agreement. This article walks through that path under Partner benefits.
Open the partner and start
Open Partner benefits in the HR menu and select the partner. Then:
- The pill says Your turn. CLVR has opened the next step. The page opens the Agreement and details editor for you. In the progress strip, Agreement and details has a ring and says Your turn.
- The pill says Available. In the action card, select We already have an agreement.
- The pill says Interest sent. You can still select We already have an agreement in the action card if the contract is signed.
In each case, the main column becomes the Agreement and details editor. Its subtitle reads "CLVR sees the agreement. Employees see the rest." The action card on the right turns into a checklist.
If you came in through We already have an agreement, the action card also has Back. Select it to close the editor without sending anything.
Choose We already have an agreement only when the contract is signed. If you want the provider to contact you first, use Send interest instead.
Upload your signed agreement
The first field in the editor is Signed agreement: "Upload the agreement between your company and the partner." Drag your file onto the upload area, or browse for it.
- Upload one PDF, up to 20 MB.
- Only one file fits, so merge several pages or scans into one PDF first.
Your agreement is private. It uploads to secure storage as soon as you add it. Employees never see it. It is there for CLVR's review. If you send the details again, the new upload replaces the old file, so you don't need to remove it first.
Write the short description
Under the upload is Short description. This is the one line employees see under the benefit's name in the store. Keep it short and plain.
Edit the tabs on the benefit page
Under the short description is Tabs on the benefit page. Each tab is one part of the benefit's page in the store, for example an overview, the terms, and how to sign up.
Each tab is a row with:
- A title field at the top.
- A remove button (Ă—) beside the title.
- The tab's text below.
To add a tab, select + Add tab. To remove one, select its Ă— button. There is always at least one row: if you remove the last tab, an empty one takes its place.
The editor starts with what you saved last. If you have not saved anything yet, it starts with the provider's text, so you can edit it lightly or rewrite it to match your agreement.
A tab counts once it has a title and some text. A tab with no text is left out when you send. There is no separate save button for the tabs: everything is sent together when you select Activate for employees.
CLVR reviews it once
Every partner benefit gets one review from CLVR before it first goes live. CLVR checks the signed agreement and the details you wrote. You don't need to ask for the review. It always happens.
The review is only for the first go-live. Once the benefit is live, you can change the short description and tabs at any time without a new review.
Send it to CLVR
The action card shows a checklist. Each item gets a tick when it is done:
- Signed agreement
- Short description
- At least one tab with text
Work through the editor until all three items are ticked.
Select Activate for employees. The button stays greyed out until all three are ticked. Under it, the card says "Employees see nothing until CLVR has approved it."
A message confirms "Sent to CLVR. We'll let you know when it's live."
After you send:
- The pill changes to With CLVR for review.
- In the progress strip, CLVR review is your current step.
- The action card says "CLVR is reviewing it". CLVR checks the agreement and the details once, before the first go-live. There is nothing for you to do.
- Your HR team and CLVR are both notified that the benefit is waiting for review.
When CLVR approves it, the pill changes to Live in store and employees can see the benefit. You get a notification, so there is no need to keep checking. Employees then see exactly the short description and tabs you wrote.
Troubleshooting
I don't see "We already have an agreement". Make sure you are on the partner's page. The button shows in the action card when the pill says Available or Interest sent.
Activate for employees is greyed out. Something on the checklist is not ticked yet. Check that the agreement is attached, the short description is filled in, and at least one tab has both a title and text.
The agreement won't upload. Use one PDF up to 20 MB. Other file types and larger files are not accepted. If your contract is several scans, merge them into one PDF first.
The agreement tick doesn't appear. The attached file may be empty. Remove it and upload the signed PDF again.
I removed my only tab. An empty tab takes its place. Give it a title and text.
Something didn't go through. A message says "That didn't go through" and that nothing was changed. Try again. If it keeps happening, contact CLVR support. If the message asks you to fill in the fields marked as required, fill them in and try again.
I want to see what employees see. Once the benefit is Live in store, select View in store in the action card.
I want to change the agreement or details after sending. While the pill says With CLVR for review, there is nothing to edit on your side. Contact CLVR support if something needs to change. Once the benefit is live, you can change the short description and tabs with Update display details, without a new review.
Nothing seemed to happen after I sent it. Look for the "Sent to CLVR" message and the With CLVR for review pill. If the pill did not change, check the checklist and send again.