Assigning perks to employees

Introduction

This guide shows you how to assign perks to employees in Keka, whether you’re managing a single employee or distributing perks across your entire team. You’ll learn three ways to add perks:

• From an individual employee’s profile

• From the Perks section under Payroll

• In bulk using an Excel import

You can also learn how to end a perk assignment when an employee no longer receives the benefit.
 

Assign a perk to a specific employee

1. Go to the employee profile: Use the search bar to find the employee and open their profile.
   
   

2. Navigate to finances: Click the Finances tab, then select the Pay tab. 

3. Locate the current salary revision: In the Salary Timeline, find the applicable salary card and click the three dots menu.

4. Click +Add Perk: This opens the Add Perk window.
   
   

5. Choose the Perk Type: Use the drop-down to select from your predefined perks.

6. Enter perk details: If the perk is defined at the employee level, you can edit the Amount and Taxable Amount fields.

7. Set the effective date: Choose the Effective from date. This determines when the perk starts being paid.

   Important: You can’t select a date in a month where payroll has already been processed.

8. Click Save to finalize the assignment.
    
   

Assign perks individually from the Perks section

1. Navigate to Perks: From the left menu, go to Payroll > Benefits > Perks.

2. Go to Employee Assignment: This tab lists all employees and their perk statuses.
   
   

3. Assign from the list:

   • Click +Assign Perk next to the employee’s name.

   • Or, click the general +Assign Perk button to open a new window.
     
     

4. Search and select the employee: Use the search box to find the employee.
   
   
    

5. Fill in perk details:

   • Select the Perk Type.

   • Enter the Amount and Taxable Amount if applicable.

6. Click Assign to apply the perk.
   
   
    

Assign perks to multiple employees in bulk

1. Go to Bulk Assign: In the Employee Assignment tab under Perks, click Bulk Assign Perk.
   
   

2. Download the Excel Template:

   • Choose the Pay Group (if multiple exist).

   • Click Download Excel Template.
     
     
      

3. Fill in the Excel file:

   • Add Employee Number and Employee Name.

   • Select a Perk Type from the drop-down.

   • If required, enter Amount Given and Taxable Amount.
     
     

   Note: You can’t use this method to update existing perks—only to assign new ones.

   Note: If the perk has a fixed or formula-based value, leave the amount fields blank. Any values you enter will be overwritten.

4. Upload the file:

   • Click Upload Excel File.

   • Match columns to Keka fields.

   • Preview data and fix any errors.

5. Confirm and finish: Click Confirm to complete the bulk assignment.
   
   

End a perk assignment for an employee

1. Go to Employee Assignment: Navigate to Payroll > Benefits > Perks, then open the Employee Assignment tab.

2. Find the employee: In the list of active assignments, click the Action menu next to the employee.

3. Select End Assignment: This stops the perk from being paid moving forward.