Expenses are cool. But benefits? Even cooler.
Before you (or your teammates) can start linking expenses to company perks, you first need to create those perks - and that’s exactly what the Team Benefits section is for.
Let’s walk through how it works, whether you’re importing benefits from an existing setup or starting from scratch.
Where to Find Team Benefits
Just like the other team-related features, you’ll find Team Benefits in the left-hand sidebar under your organization name, under the Team section.
Click on Team Benefits, and you’ll land on a page showing:
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All benefits you’ve created
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Their name, frequency, expense category, and budget
First time here? Your list will be empty - let’s change that.
Option 1: Import Existing Benefits (CSV)
Already have your company perks listed in a spreadsheet somewhere? Great - you can import them directly via CSV.
Here’s how:
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Click “Import Data” in the top-right corner of the Team Benefits page
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Drag and drop your CSV file into the upload window
- Or click “Choose File” to browse and upload manually
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Don’t have a CSV ready? Click “Download CSV Sample File” to get a pre-formatted example
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Once uploaded, your benefits will show up in the main table
Tip: Make sure your CSV format matches the sample file so everything imports correctly.
Help & Feedback
In case you need any assistance, reach out in the community. That is also where we’d love to hear your thoughts on Toggl Work - we read all comments and build the product with them in mind.x
Option 2: Create Benefits Manually
If you’re starting from scratch (or just want to add a single benefit), here’s how to do it:
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Click “New Benefit” in the top right corner
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A window will pop up asking for:
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Frequency: choose between One-time or Recurring annually
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Emoji: give your benefit a little visual flair
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Benefit name
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Expense category: link it to one of the default categories or any custom ones you’ve created
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Budget: how much is allocated for this benefit
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Click Create Benefit — and it’ll now appear in your table.
Heads up: Once you choose the frequency (one-time or recurring), it can’t be changed later. So choose wisely!
Editing or Deleting Benefits
Need to tweak something? No problem.
In the three-dot menu at the end of each benefit row, you’ll find:
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Edit: brings up the same window you used to create the benefit - update the name, category, emoji, or budget
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Delete: removes the benefit completely
Just remember: the frequency setting is locked after creation. You won’t be able to change it once the benefit is live.
Recap — What You Can Do in Team Benefits
From this page, you can:
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Import benefits via CSV
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Manually create perks for your team
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Customize their name, emoji, category, and budget
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Edit or delete benefits as needed
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Keep your internal perks structured and easy to manage
Once benefits are in place, you (and your team) can start tagging them when submitting expenses - we cover that in our expense tracking article (insert link to article on tagging expenses to benefits).
Help & Feedback
In case you need any assistance, reach out in the community. That is also where we’d love to hear your thoughts on Toggl Work - we read all comments and build the product with them in mind.