Setting up Benefits

To ensure seamless delivery of support to beneficiaries, it is essential to set up benefits effectively. Benefits refer to the tangible or intangible assistance that beneficiaries receive after a field worker processes an application. These benefits can take the form of monetary amounts or non-monetary aids. Below is a detailed breakdown of benefit types and the steps to configure them at the initiative level.

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Types of Benefits Supported

1. Cash Support

   • Direct monetary aid provided to beneficiaries to address immediate needs.

2. Card Which Unlocks Benefits

   • A card (digital or physical) that grants access to specific services or resources.

3. Conditional Benefit

   • Benefits that are provided only when specific conditions are met, such as attending training sessions or completing tasks.

4. In-Kind

   • Non-monetary benefits such as food, tools, equipment, or other goods.

5. DBT (Direct Benefit Transfer)

   • Financial transfers made directly to the beneficiary's bank account, ensuring efficiency and transparency.

6. Access to Risk Finance

   • Providing financial support or insurance to manage unforeseen risks.

7. Incidental Service

   • Additional services offered, such as counseling, transportation, or healthcare.

8. Access to Credit

   • Facilitating loans or credit services to beneficiaries to support their economic growth.

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Steps to Set Up a Benefit for an Initiative

1. Access the Benefits Section

   • Navigate to the "Benefits" section under the respective initiative in your system.

   
2. Provide a Name for the Benefit

   • Clearly define the benefit with a meaningful and concise name that reflects its purpose.

   
3. Enter a Benefit Value

   • Specify the value of the benefit, whether it is a fixed amount, percentage, or a specific item.

   • If the benefit does not have a value, if it's in-kind you can leave it blank.

4. Set Up Applicable Locations

   • Define the locations (states/provinces) where the benefit applies.

   • If the benefit value varies by location, specify the corresponding values for each area.

   
5. Add Multilingual Names

   • Include translations or names for the benefit in different languages to ensure accessibility and understanding for diverse beneficiaries.

6. Click on the Save (💾) button to add the benefit to the initiative.