Create templates
1
Open Company → Benefits
Manage your standard company benefits.
2
Add a template
Click “Add Benefit” and fill in Type, Name, and Description. Optionally add a URL or upload a PDF.
3
Edit or delete
Use the row actions to update or remove a template.
Use templates in offers
Import into an offer
In the Benefits tab, click “Import from Templates.” We skip duplicates.
Customize after import
Edit wording, add plan links, or attach PDFs specific to the role.