Set your Perks savings goal

Go to Perks → Settings. Under North star goal there’s one row for each Perks country: Employee savings goal, India and Employee savings goal, United States. You only see a country if your company has Perks employees there or a goal saved for it.

Before you start

• Only super admins can change the goal. Other admins see the amount with a lock and the note “Only super admins can change goals.”
• The goal is for one quarter, in that country’s own money: rupees for India, dollars for the US.

Steps

1. Read the suggestion under the country’s name, for example “Per quarter. Suggested: ₹7,600 (₹5 per employee × 1,520 employees, at least ₹2,000 a quarter).” The suggestion is ₹5 per employee in India and $0.01 per employee in the US, with a minimum of ₹2,000 or $5.
2. Type your goal in the box as a whole amount, with no decimals.
3. Select Save goal. You’ll see “Goal saved”.

Each country saves on its own. If you type a new amount and try to leave the page without saving, you’re asked first.

Going back to the suggested goal

Once you’ve saved a goal, Reset to suggested appears next to it. Select it, then Reset goal in the box that opens. Choose Keep this goal to change your mind. The suggested goal moves as your number of employees changes, so a reset goal won’t stay at one figure.

What happens next

Perks → Overview shows savings against the goal as ”% of goal”, and Home shows the same for the country with the most employees. The goal is for a quarter, so when you look at 12 months, Overview measures against four times the goal.

If something goes wrong

“No goal to set” Perks has no employees in India or the US, or Perks is off. There’s nothing to set until it does.

“Enter a whole amount more than 0.” The box only takes a whole number above zero.

“The goal could not be saved.” Nothing was changed. Try again.

“Goals could not be loaded.” Select Try again.