Benefits that appear in more than one category (Secondary)

What the purple Secondary badge means and which settings you can change on a benefit shown in a second category.

A benefit usually lives in one category, but some benefits also appear in a second category so employees can find them in more than one place. When a benefit shows up in a category that is not its main one, CLVR marks that row with a purple Secondary badge. On a secondary row you can change one thing only: whether the benefit is visible in that category. Everything else stays managed where the benefit primarily lives.

Primary and secondary categories

Every benefit has one primary category, set by CLVR. A benefit can also be linked to one or more extra categories, and in those it appears as a secondary benefit. The same benefit is shown in both places, but its settings have a single home: the primary category.

You will see this in the benefits table at the bottom of each category panel on the Benefit Settings page. When you open a category and a benefit listed there belongs primarily to a different category, that benefit's row carries the Secondary badge.

What the Secondary badge tells you

Next to the Secondary badge is a small info icon. Hover over it or select it to open a short explanation that names the benefit's primary category, for example: "This benefit primarily belongs to Wellness. You can control visibility independently per category, but BIK settings, payroll codes, and provider emails are managed under the primary category."

That is the whole rule in one sentence: visibility is per category, everything else is shared from the primary category.

What you can change on a secondary row

On a secondary row, only the Visible checkbox is active. Use it to show or hide the benefit in this particular category, independently of how it appears in its primary one. So a benefit can be visible in its main category and hidden in the secondary one, or the other way around.

As with any benefit, the Visible checkbox only works while that category's Benefit Store toggle is on. If the category is hidden from the store, the per-benefit checkboxes are disabled, because there is nothing for them to reveal.

What is dashed out (and why)

On a secondary row the Payroll Code, BIK, and Custom approval columns show a dash instead of a control. Provider email is handled the same way. These are not editable here on purpose: they belong to the benefit, not to one category, so they are set once on the benefit's row in its primary category and apply everywhere the benefit appears.

To change a payroll code, the BIK flag, a provider email, or a custom approval flow for one of these benefits, open its primary category and edit the row there. See configuring an individual benefit's payroll code and BIK setting.

Saving a secondary category

Each category has its own Save Changes button at the bottom of its panel, and it saves every row in that category together. When you save a category that contains a secondary benefit, the only thing that can change for that benefit is its per-category visibility. Its payroll code, BIK flag, and provider email are untouched, because those live with the primary category.

Troubleshooting

• I cannot edit the payroll code or BIK on this benefit. The row shows a dash because you are in a secondary category. Open the benefit's primary category to edit those.
• The Visible checkbox is greyed out. Turn on the category's Benefit Store toggle first, then the per-benefit Visible checkboxes become active.
• I want this benefit hidden in one category but not the other. That is exactly what the secondary Visible checkbox is for: set visibility separately in each category and save each one.