To create a benefit, go to “Benefits” from the left-hand menu. You will see the available benefits for your company. Select “UAE End of Service Benefits” to begin. The platform will guide you through three steps: Benefits name, Benefits settings, and Employee assignment.
Step 1 - Benefits name
Enter a name for your benefit in the “Product name” field. This name is for your reference and helps you identify the benefit on the platform - for example, if your company has multiple departments you may decide to have an EOSB benefit for each department.
The Product type will be pre-set to “UAE End of Service Benefits” and cannot be changed.
The “Activate product” toggle can be switched on at any point - either now or after you have completed the product settings and assigned your employees. However, please note that no subscriptions can be processed until the benefit is set to active. Click “Save and continue” to proceed.
Step 2 - Benefits settings
On the Benefits settings page, configure the following:
-
Investment fund - Select the fund in which your employees’ subscriptions will be invested by default. The platform will display the available funds. Review the options and select the one appropriate for your company.
-
Payroll schedule - Set the frequency and time at which the subscriptions workflow will run. This determines when the platform processes your monthly subscriptions.
-
Upcoming payment notice schedule - Set the frequency and time at which the payment report will be sent to you. This report notifies you of the payment amount due before your payroll date.
Once configured, click “Save and continue”.
Step 3 - Assign Employees to the Benefit
The final step is to assign employees to the benefit you have just created. On the Employee assignment screen, the platform automatically opens on the Unassigned tab, which applies a filter to show only employees who have not yet been assigned to any benefit. This is the default and recommended view - select the employees you wish to enrol and confirm the assignment.
If you need to assign an employee who is already assigned to another benefit, you can disable the filter to view all employees. However, assigning an employee to more than one UAE End of Service benefit will result in that employee receiving duplicate subscriptions, which is not permitted under UAE law. This should only be done in specific circumstances - for example, an employee transitioning between company branches, or a part-time employee with a particular contractual arrangement. If you are unsure whether a dual assignment is appropriate, contact your fund manager before proceeding.