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Benefits Guides has two routes: the admin view at /hr/benefits/guides (requires hr.benefits.admin) and the employee self-service view at /hr/my-benefits/guides (no explicit permission gate). Alternate route: /hr/my-benefits/guides.

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Overview

Admin view (BenefitsGuidesAdminPage at /hr/benefits/guides): HR admins can upload new guide PDFs using BenefitsGuideUploader, associating them with optional enrollment periods. Uploaded guides are shown as BenefitsGuideCard components in a grid. Admins can preview a guide in a PDF viewer dialog, toggle its active/inactive status, or delete it (with confirmation dialog). Deletion removes the file from storage and the record. Employee view (BenefitsGuidesPage at /hr/my-benefits/guides): Employees browse only active guides. No upload or admin actions are available.

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Who it’s for

  • /hr/benefits/guides — hr.benefits.admin (HR benefits administrators)
  • /hr/my-benefits/guides — Access follows your organization’s role and module configuration. (employee self-service)

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Before you start

  • Admin: hr.benefits.admin permission required to manage guides.
  • Both: guides must exist in the system for the list to be non-empty.

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Steps

1

Open Benefits Guides (admin)

Navigate to /hr/benefits/guides.
2

Upload a guide

Use the BenefitsGuideUploader to select a PDF, set a title, and optionally link to an enrollment period.
3

Preview a guide

Click the view action on a guide card to open the PDF viewer dialog.
4

Toggle or delete

Use guide card actions to activate/deactivate or delete a guide.
5

Employee access

Employees navigate to /hr/my-benefits/guides to browse active guides.

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Key concepts

Human Resources

Human Resources core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/routes/hr/benefits-routes.tsx
  • src/cores/hr/benefits/pages/admin/BenefitsGuidesAdminPage.tsx
  • src/cores/hr/benefits/hooks/useBenefitsGuides.ts