Perks Corporations¶
Corporations are the top-level organizational unit in 4Geeks Perks. Each corporation represents a company or business unit with its own employees, stations, and perk configurations.
Overview¶
A corporation defines:
- Claim Method β How employees redeem perks (RFID card or mobile app)
- Members β Employees belonging to the corporation
- Stations β Service locations available to members
- Permissions β Access rules for each station
Creating a Corporation¶
- Navigate to Settings β Perks Settings or the Corporations tab
- Click Create Corporation
- Fill in corporation details:
- Name β Corporation display name
- Status β Draft, Active, or Inactive
- Claim Method β RFID or Mobile App
- Description β Optional description
- Click Save
Claim Methods¶
RFID Card¶
Employees use physical RFID cards to redeem perks at stations:
- Cards are programmed with employee IDs
- Tap-to-redeem at compatible station readers
- Instant transaction logging
- Works offline at IoT-enabled stations
Mobile App¶
Employees use the 4Geeks mobile app to redeem perks:
- QR code or NFC-based redemption
- Real-time balance checking
- Transaction history on device
- No physical card required
Switching Claim Methods
You can change the claim method at any time. Existing employee permissions and balances are preserved.
Managing Members¶
Adding Members¶
- Open the corporation
- Navigate to the Members section
- Click Add Member
- Search for or select an employee
- Click Add
Removing Members¶
- Open the corporation
- Find the member in the list
- Click Remove
- Confirm removal
The employee’s permissions and transaction history are retained for reporting.
Corporation Status¶
| Status | Description |
|---|---|
| Draft | Corporation created but not yet active |
| Active | Employees can use perks |
| Inactive | Perks suspended; history preserved |
Multi-Corporation Setup¶
For organizations with multiple business units or locations:
- Create a separate corporation for each unit
- Configure claim methods per corporation
- Assign employees to their respective corporations
- Set up stations for each corporation independently
Each corporation operates independently with its own: - Employee roster - Station assignments - Permission rules - Transaction history - Points balances
Corporation Settings¶
| Setting | Description |
|---|---|
| Name | Display name |
| Claim Method | RFID or Mobile App |
| Status | Draft, Active, Inactive |
| Default Points | Starting points for new members |
| Auto-Allocation | Automated points allocation schedule |
Best Practices¶
- Plan your structure β Decide on corporation boundaries before creating them
- Start with one β Begin with a single corporation, then split as needed
- Test claim methods β Verify RFID or mobile redemption before going live
- Document policies β Record which employees belong to which corporation
- Monitor usage β Use the Reports tab to track per-corporation activity
What’s Next¶
- Permissions β Configure employee access to stations
- Points System β Set up points catalog and allocation
Still questions? Ask on Discord or explore tutorials