Fill in a benefit form and choose options
How a benefit form works, the fields you may see, how your choices update the cost, and how a request benefit differs from an instant purchase.
When you open a benefit to buy it, CLVR shows a form built from that benefit's own fields, with a running cost summary in the sidebar next to it. Every benefit is set up differently by your HR team, so the exact fields change from one benefit to the next, but they all behave the same way: you make your choices on the left, and the sidebar keeps the cost up to date as you go.
The kinds of fields you may see
A benefit form is put together from a small set of building blocks. Depending on the benefit, you may see any of these:
- Text and number boxes for things you type in.
- Dropdowns to pick one option from a list.
- Checkboxes to pick several options at once.
- Radio buttons and styled option cards to pick exactly one option (the styled cards show each option's price on the card).
- Sliders to choose an amount, such as a number of months or units.
- Switches to turn an add-on on or off.
- File uploads for attaching a document.
Some fields are just information (a heading or a note from the benefit), so there is nothing to fill in for those.
How your choices change the cost
Many options have a price attached. As soon as you pick one, the sidebar recalculates and the Total Cost updates straight away, with no separate step to refresh it. Options that can add to the cost include the styled option cards, sliders, dropdowns, checkboxes, radio buttons, switches, and number fields.
The sidebar shows your Remaining Allowance, the breakdown of how the cost is split, and the final Total Cost. If a benefit is taxable or uses a salary deduction, the breakdown also shows the tax-free and taxable portions and any social security fee. For more on reading that, see understand a benefit cost before you buy.
If nothing is priced yet, the purchase button stays disabled until your selections add up to more than zero. Pick at least one priced option to enable it.
Fields that appear or change as you go
Two things can make the form change while you fill it in:
- Options that reveal more fields. Some fields only show up once you pick a related option above them. If a field appears or disappears as you make a choice, that is expected.
- Payment method. Near the bottom of the sidebar you choose your Payment Method: Benefit Allowance or Salary Deduction. Some benefits show or hide certain fields depending on which one you pick. If you switch the payment method and a field changes, that is by design.
Required fields
Some fields must be filled in before you can continue. When you select the purchase button, CLVR checks the form first. If something is missing or invalid, it scrolls to the first field that needs your attention and puts the cursor there, so you do not have to hunt for it. Fix that field, then try again.
File uploads
If a benefit asks for a document, the upload field accepts PDF, JPG, and PNG files by default, up to 10 MB each unless the benefit says otherwise. Some upload fields take a single file; others let you attach several. You can remove a file you added and choose a different one before you submit.
Reviewing before you buy
Nothing is submitted while you are filling in the form. When you select the purchase button (labelled Purchase benefit, or Submit interest for interest-only benefits), a confirmation window opens first. It lists the benefit, your Selected Options, and the Total Cost so you can check everything. Only when you confirm there is the purchase actually placed. For the final steps, see confirm and complete a benefit purchase.
When the form is a request, not an instant purchase
Most benefits in the Benefits Store are bought on the spot, but some work differently: instead of charging your allowance or salary right away, they send your details to the provider so someone can get back to you. You fill in the form the same way, but submitting it does not move any money. You can tell which kind a benefit is from the main action button at the bottom of the form:
- Purchase benefit means a normal purchase. Your allowance or salary is used straight away once you confirm.
- Submit interest means a request. Your details are passed to the provider instead, and nothing is charged.
A couple of benefits use their own wording for the same request idea:
- Salary sacrifice to pension uses a Send to pension company button.
- A benefit that needs a document from you (an application with a file) uses a Send application button with a file upload.
Submit your interest
Open the benefit from the Benefits Store and fill in any options or fields the form asks for, exactly as you would for a purchase.
Select Submit interest (or Send to pension company / Send application, depending on the benefit).
A Confirm Submission window opens. It shows the benefit and the options you chose so you can check them. There is no cost summary here, because nothing is being charged. Select Confirm Submission to send.
Once you confirm, your details are forwarded to the provider so they can reach out to you. You see a Thank you for expressing interest! confirmation on the page, with a short "Interest sent!" pop-up, and you get a confirmation email saying a representative from the provider will contact you shortly.
No allowance is spent and no salary deduction is made when you submit interest. Any cost, contract, or activation is arranged directly with the provider afterwards, outside CLVR. Because nothing is charged, a request benefit does not appear under My Benefits as a purchase.
Two related cases are worth calling out:
- Salary sacrifice to pension uses a Send to pension company button. Unlike a pure interest request, this does set up a pension deposit, so the form shows the amount and how it is funded before you confirm. Review those details carefully.
- An application with a document uses a Send application button and a file upload. Attach the file the form asks for, then confirm. Your file is sent on to the provider with your request.
Troubleshooting
- The purchase button is greyed out. You have not selected a priced option yet, so the cost is still zero. Choose at least one option that adds to the cost.
- The page says settings are not configured. The benefit is not fully set up yet. Contact your HR team and they can finish configuring it.
- A field will not let me continue. It is required. CLVR jumps to the first field that needs attention when you try to purchase, so fill that one in and continue.
- My file will not attach. Use a PDF, JPG, or PNG, and keep it under the size limit shown (10 MB by default).
- The button says Submit interest and I expected to buy right away. That benefit is request-based by design. Confirm to register your interest, then wait for the provider to contact you.
- I confirmed an interest request but cannot find the benefit under My Benefits. Interest requests are not purchases, so they do not show there. Look for the confirmation email instead.
- The provider has not been in touch after an interest request. Give them a little time after submitting. If you still hear nothing, ask your HR team to follow up.