PerkUp

Explains how to set up automatic new-hire welcome rewards, including send timing and the late-add catch-up window.

New hire automations

Explains the difference between email and direct mail send modes on automations and why some rewards can't ship directly.

Email vs direct mail: automation send modes

Explains where PerkUp sources shipping addresses for direct mail sends and how to find people missing one.

Where direct mail addresses come from

Explains which automation types support send timing offsets and how the send-if-added-late grace window works.

Choosing when automations send (timing & offsets)

Explains what can be edited on a live automation rule or program and how changes affect future versus past sends.

Editing a running automation or program

Explains how to configure leave of absence automations in PerkUp, including timing offsets, leave type filters, and why leave dates must be entered manually since they don't sync from HRIS.

Leave of absence automations

Explains how program budgets draw from an organization's funding accounts, the send/full/view permissions needed to fund a program, and what happens to unclaimed budget when a program ends.

Program budgets and funding accounts

Explains how to configure work anniversary reward automations, including per-year budgets and recipient targeting.

Work anniversary automations

Explains how automatic birthday rewards work and how to get employee birthdays into PerkUp so they trigger.

Birthday automations

Thomas Mirmotahari

Cameron Soregaroli

Birthday, anniversary, new hire, and leave automations — timing, budgets, and direct mail.

Automated rewards

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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