Configure Benefits

Overview

This playbook covers how to configure the benefits listed on a Position in Leadline, either by selecting them yourself or by using Rover to suggest them.

→ See 111 - Positions for full product knowledge on Positions and Position fields.

→ See 1108 - Configure-Benefits for instructions on managing benefit options in the Admin Hub.

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How Do You Configure Benefits?

There are two ways to configure benefits. Choose the method based on whether you already know which benefits the Position offers.

Method 1: Select Them Yourself

Best for: Positions where the benefits package is already defined.

1. Click Positions in the Global Navigation.
2. Click the Position you want to update.
3. Click Edit Position.
4. On the Position Details tab, click the Benefits dropdown.
5. Select each benefit that applies to the Position.

Note: Only benefit options configured in the Admin Hub appear in the dropdown. → See 1108 - Configure-Benefits to add new benefit options.

→ See 407 - Publish-Draft-Changes for instructions on publishing this change, or 408 - Discard-Draft-Changes to discard it.

Method 2: Use Ask Rover

Best for: Getting suggestions for the benefits commonly offered for this type of Position.

1. Click Positions in the Global Navigation.
2. Click the Position you want to update.
3. Click Edit Position.
4. On the Position Details tab, click the Benefits dropdown.
5. On the Rover tab, click Ask Rover.
6. Review the benefits Rover suggests, and clear the checkbox next to any benefit you do not want to include. To see a different set, click Generate Another, then use the arrows next to the suggestion number to switch between suggestions.
7. Click Use Suggestion.

Note: Use Suggestion replaces any benefits already selected. You can still add or remove benefits afterward using Method 1.

→ See 407 - Publish-Draft-Changes for instructions on publishing this change, or 408 - Discard-Draft-Changes to discard it.

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Related Topics

111 - Positions — Full product knowledge on Positions
[[115 - Rover_AI]] — Full product knowledge on Rover
1108 - Configure-Benefits — Instructions for managing benefit options in the Admin Hub
102 - Admin-Hub — Full product knowledge on the Admin Hub
407 - Publish-Draft-Changes — Instructions for publishing draft changes to a Position
408 - Discard-Draft-Changes — Instructions for discarding draft changes to a Position