Benefit Option Groups

How to create options within a single benefit category

Maryjane Bates avatar
Written by Maryjane Bates
Updated over a week ago

Within Agora, you are able to create both Benefits and Benefits Packages to tell candidates and employees the full story (and quantify!) of what is included in their total compensation package.

The Benefits Package feature allows you to quantify the value of the benefits your candidate or employee is receiving. In some cases, companies are able to offer employees multiple options within one Benefit category.

The most common use case for Benefit Options is when companies offer options within their medical, dental, or vision plans, however this feature isn't dependent on using a specific Benefit category (see the full list here!)

Creating Benefit Option Groups

Step 1: The first step of creating a Benefit Option Group is to create the individual benefits that will exist within that option. You'll create these within the Benefits Packages Settings page in the app.

Step 2: After you have created your Benefits, you will open up the Benefits Package in which the Option Group will exist. If you haven't already familiarized yourself with Creating, Editing, and Deleting Benefit Packages you can do so here!

Step 3: Check the box next to all of the Benefits you will be including in this Benefits Package, including those that will be in the Option Group.

Step 4: Using the handles (three lines icon), slowly drag one Benefit on top of one of the other Benefits that will be included in the Option Group. A black border will appear around the Benefit indication and an Option Group will be created.

Step 5: Once the Option Group creation box is opened, you will be required to name the Option Group and select the category (which will determine the icon that appears next to the benefit option in the candidate's Offer Letter.)

Step 6: Clicking Create (or Save if this is an existing Benefit Package) will save your changes.

Step 7: Rearrange your Benefits within the Option Group. If you need to rearrange the Benefits, use the handles to rearrange the order of the Benefits. Note that the Benefit at the top of the Option Group will be the default selected when presented to the candidate so keep that in mind depending on how you want to communicate the total Benefit Package value.

You're able to include multiple options in one Option Group as well as create multiple Option Groups within one Benefits Package - so you're welcome to go crazy offering your candidates all of the options to your heart's desire.

How do candidates explore an Offer Letter with a Benefits Package that include Option Groups?

When a candidate receives an Offer Letter that includes a Benefits Package that contains Option Groups, they will have the option to toggle between the options to see how different options might change the value of their package:

Option 1:

Option 2:

More about Benefits & Benefits packages

Check out the Benefits & Benefit Packages - Overview article or these other helpful articles:

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