What are they?
Wellbeing tools refer to any additional benefits that are either attached to a product (and therefore available to employees assigned to that product) or purchased via the YuStore.
Where to find them?
To find your company Wellbeing tools, head to the Benefits option in the left-hand menu and select Wellbeing tools.
Assigning NEW YuStore Wellbeing tools to all employees
Wellbeing tools already attached to an insurance product will automatically be added to an employee if the employee is assigned to that specific product.
If you’d like a YuStore Wellbeing tool to display in-app for all employees, follow the steps below:
Navigate to the Benefits left-hand menu item and select Wellbeing tools.
Tap on the YuStore tool that you’d like to make available to all employees (any YuStore Wellbeing tools will have a pink ‘YuStore’ label).
In the Eligibility rules section, tap ‘Edit’ and set the tool to display for ‘All employees’. In this section, you can also set rules on how often employees can claim the tool. After making any updates, tap ‘Save’ - you may need to refresh the page to see the changes.
In the Status section, click ‘Edit’ and tick the checkbox (so that it is highlighted pink) to set the tool to ‘Available’ in-app, and click ‘Save’.
All employees can now claim this tool on a first come, first served basis.
How to assign NEW Wellbeing Tools to specific employees
In order for a YuStore Wellbeing tool to display only to specific employees in-app, you’ll need to create a custom value (either for a Tag or for another field type, such as the ‘Department’ field), which will be assigned to your chosen employees and used in an eligibility rule against that Wellbeing tool. Please follow the steps below:
Navigate to the Settings left-hand menu item and select Custom values. To create a Tag value, click on the Tags tab and then the ‘Add value’ button - fill out the details for the Tag and confirm ‘Add value’ (click here to read more about creating and assigning custom values for other field types).
Navigate to the People page and select the employee you want to have access to the Wellbeing tool. On the employee page, scroll down to the ‘Tags’ section, click ‘Edit’, search for and select your newly created Tag, and ‘Save’.
Now, navigate to the Benefits left-hand menu item and select Wellbeing tools.
Click on the YuStore tool that you’d like to make available to the specified employees (any YuStore Wellbeing tools will have a pink ‘YuStore’ label)
In the Eligibility rules section, tap ‘Edit’ and set the tool to display for ‘Specific employees’.
In the ‘Add new rule’ section, create a rule using your newly created Tag/other field type value e.g. ‘If Tag is equal to Breathwrk Winners’.
In this section, you can also set rules on how often employees can claim the tool. Click ‘Save’ after making any updates - you may need to refresh the page to see the changes.
If you are ready to set your Wellbeing tool live, please ensure you edit the Status section at the bottom of the page. You simply need to ensure the tick-box is checked and then save the section. This will then be live.
The specified employees can now claim this tool on a first come, first served basis - you can make this Wellbeing tool available to additional employees at any time, by assigning the same Tag/other field value via the employee page.
Click here for instructions on how to add an employee to a tag and here for how to add a Custom Value to an employee.
Assigning EXISTING Wellbeing Tools to all or specific employees
If the Wellbeing tool is currently set to display to all employees, you won’t need to do anything further.
If the Wellbeing tool is set to display for specific employees, you’ll just need to assign the related Tag/other field value to the employee(s).
What permission do I need to assign a Wellbeing Tool?
You'll need the 'view wellbeing tools' and ‘view products’ permission to view the Wellbeing tools and details page. If you need to make changes to the Wellbeing tools, you'll also need the 'edit wellbeing tools' permission.
Can I see how many employees are claiming Wellbeing tools?
To view data on an employee’s YuStore Wellbeing tool claims, head to the ‘Wellbeing tools’ section on their employee page. Here, you’ll also see what Wellbeing tools the employee is eligible for, including those obtained via a product.
Additionally, you will find a company view of YuStore Wellbeing tool claims by heading to the ‘Wellbeing tools’ page > ‘Employee Wellbeing tool claims’ Export.
If you have any questions or need any further help, please don't hesitate to reach out to us via the YuLife Portal web chat :)