Benefits listed in more than one category

What a benefit listed in a second category looks like on Benefit settings, why only Shown can be changed there, and where its other settings live.

A benefit belongs to one category, but some benefits are also listed in a second category so employees can find them in more than one place. In that second category you can change one thing only: whether the benefit is shown there. Everything else is set once, under the benefit's own category.

Its own category and a second one

Every benefit has one category of its own, set by CLVR. It can also be listed in one or more other categories. It is the same benefit in both places, but its settings have one home: its own category.

You see this on the Benefit Store tab of a category on the Benefit settings page. When a benefit in the Benefits list belongs to another category:

• The line under its name reads Also listed under and the name of its own category. If it is hidden in this category, the line reads Hidden from the store instead.
• In place of Payroll code, BIK and Approval flow, the row reads "Payroll code, BIK and approval are set under" its own category.
• Only the Shown switch can be changed.

Show or hide it in the second category

Shown works per category. Use it to show or hide the benefit in this category without changing how it appears in its own one. A benefit can be shown in its own category and hidden in the second, or the other way round.

A benefit shown in the second category counts toward that category being shown in the Benefit Store: a category is shown while at least one of its benefits is shown.

Where the other settings live

The payroll code, BIK, approval flow and any extra setting, such as the provider email for salary sacrifice to pension, are set on the benefit's row in its own category and apply wherever the benefit is listed. To change them, open the category named on the row and edit the benefit there.

A benefit listed in a second category never makes that category need attention. Anything missing shows in its own category.

Save your change

Select Save changes in the bar at the bottom of the page. For a benefit listed in a second category, the save changes only whether it is shown there.

Troubleshooting

• I can't change the payroll code, BIK or approval on this benefit. It is listed here from another category. Open the category named on its row to edit those.
• I want the benefit hidden in one category but not the other. Turn Shown off in the category where you want it hidden, keep it on in the other, and save.
• The category still shows in the store after I hid all its own benefits. A benefit listed there from another category is still shown. Turn its Shown off too.