Getting Started Guide

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This guide will walk you through the complete setup process for 4Geeks Perks, from initial account configuration to launching your employee benefits program.

Prerequisites¶

Before you begin, ensure you have:

• An active 4Geeks account with administrator privileges
• Access to the 4Geeks Console at console.4geeks.io
• Your company’s employee roster (CSV or Excel format recommended)
• Decision on which perks to offer (see Core Services)
• Budget allocation for perks and wallet points

Step 1: Configure Your Company Profile¶

1. Log in to the 4Geeks Console
2. Navigate to Perks > Settings > Company Profile
3. Fill in your company information:
4. Company name and logo
5. Industry and company size
6. Primary office location(s)
7. Timezone and currency preferences
8. Click Save

Step 2: Select Your Plan¶

Choose the plan that best fits your organization’s needs:

• Stands Plan: Access to standard perks catalog and basic usage tracking
• Premium Plan: Advanced perks, IoT integrations, real-time analytics, and custom branding

To select or upgrade your plan:

1. Go to Perks > Settings > Subscription
2. Review available plans and features
3. Click Select Plan or Upgrade
4. Complete the payment process if applicable

Step 3: Set Up the Perks Catalog¶

Customize which perks are available to your employees:

1. Navigate to Perks > Catalog
2. You’ll see all available perks organized by category:
3. Transportation
4. Restaurant
5. Workstation
6. Parking
7. Wellness & Fitness
8. Entertainment & Recreation
9. Coffee Station
10. Post Office
11. Vending Machines (Premium only)

12. Self-Serve Market (Premium only)

13. Toggle perks On or Off based on your company policy

14. For each enabled perk, click Configure to set:
15. Eligibility rules (which employees can access)
16. Budget limits (daily, weekly, or monthly)
17. Subsidy levels (fully covered, partially subsidized, or employee-paid)
18. Geographic restrictions (if applicable)

Step 4: Import Employees¶

Add your employees to the 4Geeks Perks platform:

Option A: CSV Import (Recommended for 10+ employees)¶

1. Go to Perks > Employees > Import
2. Download the CSV template
3. Fill in employee information:
4. First name and last name
5. Email address (must be unique)
6. Department or team
7. Employment type (full-time, part-time, contractor)
8. Start date
9. Manager (optional)
10. Upload the completed CSV file
11. Review the import preview and confirm

Option B: Manual Addition (For small teams)¶

1. Go to Perks > Employees > Add Employee
2. Fill in the employee details
3. Click Save
4. Repeat for each employee

Option C: HR System Integration (Premium)¶

If you have a Premium plan, you can sync directly with your HR system:

1. Go to Perks > Settings > Integrations
2. Select your HR provider (e.g., BambooHR, Workday, Gusto)
3. Follow the authentication steps
4. Configure sync frequency (daily, weekly, or real-time)
5. Map employee fields between systems
6. Enable automatic sync

Step 5: Configure the Perks Wallet¶

The Perks Wallet is a digital point-based system for perk redemption:

1. Navigate to Perks > Wallet > Settings
2. Set the point value (e.g., 1 point = $0.10 or $1.00)
3. Configure allocation rules:
4. Recurring allocations: Set monthly or weekly point credits
5. One-time allocations: Manual credits for bonuses or rewards
6. Eligibility criteria: Define who receives points
7. Event-based allocations: Points for milestones or achievements
8. Set rollover policy (do unused points expire or carry over?)
9. Click Save

Learn more about the Perks Wallet

Step 6: Set Up RFID Cards¶

RFID cards enable touchless perk redemption:

Order Cards¶

1. Go to Perks > RFID Cards > Order
2. Select the quantity needed
3. Choose card design (standard or custom branded for Premium plans)
4. Confirm shipping address
5. Complete the order

Distribute and Activate Cards¶

1. When cards arrive, go to Perks > RFID Cards > Manage
2. Assign each card to an employee:
3. Scan the card’s RFID number or enter it manually
4. Select the employee from the dropdown
5. Click Assign
6. Notify employees to activate their cards:
7. Employees log in to the 4Geeks Perks portal or mobile app
8. Navigate to My Card > Activate
9. Follow the activation prompts

Step 7: Enable Your First Perks¶

Now it’s time to activate specific perks for your employees:

Example: Setting Up Transportation Perks¶

1. Go to Perks > Catalog > Transportation > Configure
2. Enable the transportation perk
3. Set eligibility (e.g., all full-time employees)
4. Define subsidy level (e.g., 80% company-covered)
5. Set monthly limit (e.g., $100 per employee)
6. Choose supported options:
7. Public transit passes
8. Ride-sharing reimbursements
9. Company shuttle access
10. Click Save and Enable

Example: Setting Up Restaurant Perks¶

1. Go to Perks > Catalog > Restaurant > Configure
2. Enable the restaurant perk
3. Choose perk types:
4. Meal vouchers
5. Subsidized cafeteria
6. Food truck schedule
7. Set daily or monthly allowance
8. Define eligible vendors or locations
9. Click Save and Enable

See detailed guides for each service

Step 8: Test the System¶

Before launching to all employees, run a test:

1. Select 2-3 test employees (or use your own account)
2. Have them log in to the 4Geeks Perks portal
3. Test the following:
4. Browsing available perks
5. Viewing wallet balance
6. Redeeming a perk (use a test transaction)
7. RFID card scanning (if applicable)
8. As an admin, verify:
9. Transaction appears in the dashboard
10. Wallet balance updated correctly
11. Reports show test data

Step 9: Communicate to Employees¶

Successful adoption depends on clear communication:

Prepare Launch Materials¶

1. Welcome email template:
2. Introduction to 4Geeks Perks
3. Link to sign up and activate account
4. Overview of available perks
5. Instructions for RFID card activation

6. Support contact information

7. Quick start guide (PDF or intranet page):

8. How to log in
9. How to browse perks
10. How to redeem perks
11. How to check wallet balance

12. FAQ links

13. Manager briefing:

14. Train managers on how to answer employee questions
15. Provide them with admin dashboard access (if appropriate)
16. Share reporting capabilities

Launch Communication¶

1. Send the welcome email 1 week before launch
2. Host a live demo or webinar (optional but recommended)
3. Make perks available on the launch date
4. Send a follow-up email 1 week after launch with tips and reminders

Step 10: Monitor and Optimize¶

After launch, use the analytics dashboard to optimize your perks program:

1. Go to Perks > Analytics > Dashboard
2. Monitor key metrics:
3. Adoption rate (percentage of employees using perks)
4. Most popular perks
5. Wallet utilization
6. Budget consumption rate
7. Review reports weekly for the first month
8. Adjust perk offerings based on employee feedback and usage data
9. Consider surveys to gather employee satisfaction data

Learn more about Reporting & Analytics

Next Steps¶

• Set up advanced administration features
• Configure IoT integrations for vending machines and coffee stations
• Explore detailed reporting and analytics
• Browse the comprehensive FAQ

Need Help?¶

• Documentation: Browse our 4Geeks Perks guides
• Community: Join discussions at community.4geeks.io
• Support: Contact the 4Geeks Perks support team through the Console or email support@4geeks.io

Still questions? Ask the community or explore tutorials