What partner benefits are and how to find them

What the Partner benefits area is, how it differs from regular store benefits, where it lives in the HR menu, how the list is grouped, and how to read a partner's page.

Partner benefits come from outside providers. Your company needs a signed agreement with the provider before employees can see the benefit in the store. The Partner benefits page in your HR menu is where you browse these partners, send interest, and bring a benefit live once the agreement is in place. The page sums it up at the top: "Benefits from outside providers that CLVR has picked. You sign an agreement with the provider directly, and once CLVR has checked it, employees find the benefit in the store." This article covers what the area is, how to find it, how the list works, and how to read a partner's page.

How partner benefits differ from regular store benefits

A regular benefit is ready for employees as soon as your company offers it. A partner benefit has an extra step: the provider and your company need an agreement first. Until that agreement is in place and CLVR has checked it, employees see nothing. Partner benefits is where you get from "interested" to "live".

Find Partner benefits in the HR menu

Partner benefits is part of the HR area, not your personal Me view. To get there:

Look under General. Partner benefits sits there with Dashboard, Expenses, and Reports. Select it to open the list at /hr/partner-benefits.

A red dot beside Partner benefits in the menu means a live partner benefit is hidden from the store by your own settings. Open the list to see which one.

When the menu item is visible

Two things must both be true:

• Partner benefits is on for your company. It is an optional feature that CLVR turns on. While it is off, the menu item is hidden. Opening /hr/partner-benefits or a link to a partner's page sends you to your dashboard instead.
• You are an HR user. Employees without HR access never see the HR area, so they never see this item. Opening the page directly sends them to their dashboard.

Once CLVR turns the feature on, refresh the page and Partner benefits shows in the HR menu. If you think your company should have it, contact CLVR support and ask for it to be turned on.

Browse the partner list

The Partner benefits page shows every partner offered to your company as cards, in three sections. Each section shows how many partners it holds:

• In progress: partners you are working on. You have sent interest, it is your turn to add the agreement, or CLVR is reviewing it.
• Offered to employees: partners that are live, hidden from the store by your settings, or paused by CLVR.
• Available to you: partners you have not started with, and partners that are info only.

A section with no partners in it is left out.

Each card shows:

• The partner's picture.
• The partner's name.
• A short description.
• The partner's category badge.
• A status pill that says where your company is with that partner.

A red dot beside a partner's name means the partner is live, but your own benefit or category settings hide it from the store.

Select any card to open that partner's page.

Which partners appear

The list only shows partners that are ready for companies. A partner shows up when:

• It is published and its category is published, and
• It is offered to all companies or assigned to your company.

Partners that do not meet both are not shown, so the list is always the set you can act on.

Read the status pill

The pill shows your company's progress with that partner. It is not a fixed property of the partner, so two companies can see different pills on the same card.

• Available: nothing started yet. Also shown after you cancel interest.
• Info only: the partner can't be signed up through CLVR yet.
• Interest sent: you have sent interest and the provider will contact you.
• Your turn: CLVR has opened the next step. Add the agreement and the details employees will see.
• With CLVR for review: CLVR checks the agreement and details once before the first go-live.
• Live in store: employees can see the benefit in the store.
• Hidden from store: the benefit is live, but your own benefit or category settings hide it.
• Paused by CLVR: CLVR has paused the benefit.

Read a partner's detail page

Select a card to open the partner's page. The page shows where things stand and what to do next.

At the top:

• A ← Partner benefits link takes you back to the list.
• The partner's banner, if it has one, and its square logo.
• The partner's name, with the status pill beside it and the ••• page menu. The menu shows the page's path and has Add to favourites.
• The category badge and the partner's short description.

The progress strip

Under the header is a strip with five steps:

Send interest → Provider contacts you → Agreement and details → CLVR review → Live in store

• Done steps get a check.
• Your current step has a ring and a short note, for example Your turn.
• The first step shows the date you sent interest. The last step shows Since and the date the benefit went live.
• If you came with your own agreement, the first two steps say Skipped, you had one.
• If the benefit is hidden or paused, the last step says Hidden from employees or Paused by CLVR.

Info-only partners have no steps.

The provider's text

The main column shows what the provider wrote for HR, in a card with tabs. Select a tab to read that part. The footer says the provider wrote it for HR, and "Employees see the details you write." In other words, this text is for you. Employees see the short description and tabs that you write when you add the agreement and details.

The action card

On the right, an action card says where things stand and what you can do. Its buttons change with the status. Depending on the state, you may see Send interest, We already have an agreement, Cancel interest, Activate for employees, Update display details, View in store, Open Benefit settings, Remove from store, or Contact CLVR support.

Below it, a card headed From and the provider's name lists files the provider has shared, if there are any. Select a file to open it.

Every action confirms with a short pop-up message. If an action fails, you see "That didn't go through" with what to do next.

Troubleshooting

I am an HR user but I don't see Partner benefits, or the link sends me to my dashboard. The feature is most likely not on for your company yet, or your account does not have HR access. Check both with your HR contact, or ask CLVR to turn the feature on.

I am an employee and can't find it. Partner benefits is only for HR. Partner offers you can use show up in the benefit store.

The page shows a notice instead of partners. No partners are offered to your company yet. The notice reads: "No partner benefits are available for your company yet. When partners are available for your company, they will show up here." Nothing is wrong. A partner shows up once CLVR has published it and its category, and it is offered to all companies or to yours. Check back later, or contact CLVR if a partner you expected is missing.

A partner I expected is missing. It may not be published yet, or it may only be offered to other companies.

There is a red dot on a card or beside Partner benefits in the menu. A live partner benefit is hidden by your own settings. Open the partner and select Open Benefit settings to turn its category on.

A partner shows Info only. You can't sign up through CLVR for that partner yet. You can still read its text. Select Contact CLVR support on its page if you are interested.

The benefit is live but employees can't find it. Your benefit or category settings may hide it. The pill then says Hidden from store. Select Open Benefit settings on the partner's page and turn the category on.

A partner I used has gone from the list. If CLVR unpublishes a partner or its category, it drops out of the list. Contact CLVR if a partner you were using is gone.