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Getting Started with 4Geeks Perks: Platform Setup¶

Overview¶

4Geeks Perks is the ultimate platform to manage and deliver personalized employee benefits, enhancing engagement and simplifying administration. With RFID card redemption, a digital wallet, and 12+ perk categories, your employees get benefits they actually value.

In this tutorial, you will:

• Create your 4Geeks Perks account
• Configure your company profile
• Set up perk categories and budgets
• Onboard your first employees
• Issue RFID cards and activate digital wallets

Prerequisites¶

• A 4Geeks account
• List of employees to enroll
• Decision on which perk categories to offer
• Budget allocation per employee per category

Step 1: Create Your Account¶

1. Contact 4Geeks via WhatsApp or 4geeks.io/en/contact
2. Choose your plan:
3. Basic ($9/user/month) — Standard perk catalog, card & wallet, analytics
4. Premium ($12/user/month) — Premium catalog, advanced insights, priority support, custom branding
5. Complete the onboarding process
6. Receive your admin credentials

Step 2: Configure Your Company Profile¶

1. Log in to the 4Geeks Perks admin dashboard
2. Go to Settings → Company Profile
3. Enter your company details:
4. Company name
5. Logo (for custom branding on Premium plan)
6. Industry
7. Number of employees
8. Office locations
9. Set your primary currency and language

Step 3: Set Up Perk Categories¶

4Geeks Perks supports 12+ perk categories:

Standard Categories¶

Premium Categories (Premium Plan)¶

Configuring Categories¶

1. Go to Perks → Categories
2. For each category you want to offer:
3. Toggle Enable/Disable
4. Set monthly budget per employee
5. Configure spending limits (daily, weekly, monthly)
6. Add approved vendors (if applicable)
7. Save your configuration

Example Budget Setup¶

Transportation: $100/month per employee
Restaurant:     $150/month per employee
Wellness:        $50/month per employee
Parking:         $80/month per employee
Coffee Station:  $30/month per employee

Step 4: Onboard Employees¶

Bulk Import¶

1. Go to Employees → Import
2. Download the CSV template
3. Fill in employee data:
4. Full name
5. Email address
6. Employee ID
7. Department
8. Office location
9. Perk eligibility (which categories they can access)
10. Upload the CSV
11. Review and confirm the import

Individual Addition¶

1. Go to Employees → Add Employee
2. Enter employee details manually
3. Assign perk categories and budgets
4. Send invitation email

Employee Invitation¶

Each employee receives an email with:

• Link to download the 4Geeks Perks app
• Instructions to set up their digital wallet
• Overview of available perks and budgets
• RFID card pickup instructions (if applicable)

Step 5: Issue RFID Cards¶

The 4Geeks Perks Card is an RFID-based card linked to each employee’s digital wallet.

Card Distribution¶

1. Go to Cards → Issue Cards
2. Select employees who need cards
3. Choose delivery method:
4. Office pickup: Cards delivered to your office for distribution
5. Mail: Cards shipped directly to employees
6. Track card activation status

Card Activation¶

1. Employee receives their physical RFID card
2. They open the 4Geeks Perks app
3. They tap their card on their phone (NFC) or enter the card number
4. The card is linked to their digital wallet
5. They can now redeem perks by tapping the card at participating vendors

Step 6: Set Up On-Site Perk Stations (Optional)¶

For office-based perks like Coffee Stations, Vending Machines, and Parking:

1. Go to Facilities → Add Station
2. Configure the station:
3. Type (coffee, vending, parking, etc.)
4. Location (office, floor, building)
5. Access hours
6. Budget allocation
7. Install the RFID reader at the station
8. Test the redemption flow

Step 7: Explore the Admin Dashboard¶

Your dashboard provides real-time insights:

Step 8: Monitor and Optimize¶

Analytics & Reports¶

1. Go to Analytics → Reports
2. Generate reports:
3. Usage by Category: Which perks are most popular?
4. Usage by Department: Are certain teams using more perks?
5. Budget Utilization: Are employees using their full allocation?
6. ROI Analysis: Cost vs. employee satisfaction impact
7. Export reports as PDF or CSV

Optimization Tips¶

• Review usage monthly: Adjust budgets based on actual demand
• Survey employees: Ask which perks they value most
• Add new categories: Expand offerings based on feedback
• Set rollover policies: Decide if unused budgets carry over
• Monitor vendor performance: Ensure quality at participating locations

Best Practices¶

Budget Planning¶

• Start with conservative budgets and adjust based on usage
• Consider regional cost-of-living differences for multi-location companies
• Set category-specific limits to prevent overspending in one area
• Review budgets quarterly and adjust for inflation or policy changes

Employee Communication¶

• Announce the perks program with a clear overview
• Provide a quick-start guide for the app and RFID card
• Host an onboarding session to demonstrate how to redeem perks
• Send monthly usage summaries to employees

Vendor Management¶

• Vet vendors before adding them to the approved list
• Negotiate corporate discounts where possible
• Monitor vendor quality through employee feedback
• Rotate vendors periodically to keep offerings fresh

Pricing¶

What’s Next?¶

• Learn about Setting Up the RFID Card & Digital Wallet
• Explore Configuring Perk Categories
• Set up Spending Limits by Category
• Integrate with HRIS & Payroll Systems

Need Help?¶

• Documentation: docs.4geeks.io/en/perks
• Support: Available through the admin dashboard
• Book a Demo: WhatsApp

Still questions? Ask the community.