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RakuPo Plan Manual

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Page 1: RakuPo Plan Manual - kenpo.rakuten.or.jpkenpo.rakuten.or.jp/eng/member/health/files/rakupoplan_manual_eng.… · Closing date of Healthy Point application Every month: 15th End of

RakuPo Plan Manual

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Contents

1. Outline of the RakuPo Plan P. 3

2. Payment Method P. 5

3. RakuPo Plan Menu List P. 10

4. RakuPo Plan Q&A P. 17

■ Application for Benefit Station services

Customer Center: TEL: 0800-9192-919 (Hours of service: Weekdays: 10:00-21:00

Sats., Suns., and holidays: 10:00-18:00)

* Excluding New Year’s holidays

■ Inquiries about the RakuPo Plan, confirmation of your remaining

Healthy Points, etc.

Inquiry Desk: TEL: 0800-9192-002 (Hours of service: 10:00-18:00)

* Excluding New Year’s holidays

Mail: [email protected]

*For inquiries in English, please send an e-mail first before calling the Inquiry

Desk for smooth communication.

Inquiries:

2

Inquiries:

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1. Outline of the RakuPo Plan The RakuPo Plan (cafeteria plan) is a benefit package designed to assist

employees’ self-support and awareness-raising. In this plan, employees can freely

select and use benefit menu options, offered by the company, to meet their lifestyle,

using their points.

“Benefit Station” operated by Benefit One Inc., a leading benefit service provider,

also serves as the point of contact for the benefit package. * What is Benefit Station?

It is a comprehensive package service station offering benefit services including sports

club uses and child/nursing/family care services at special prices.

Persons covered by the plan

Employees covered by Rakuten health insurance

Effective period of Healthy Points

April 1– March 15 Basically, annual Healthy Points must be used within the fiscal year.

* Healthy Points cannot be carried over to the next fiscal year. Healthy Points

remaining at the end of the fiscal year become invalid.

Type of Healthy Points

Basic Healthy Points: 15,000 Healthy Points Members can select from the menu freely within annual Healthy Points.

3

Rules for use of Healthy Points

(1) Monthly provision of Healthy Points The following Healthy Points are provided to employees who joined the company

in the middle of the fiscal year, based on the month of employment.

April May June July August September

15,000 13,750 12,500 11,250 10,000 8,750

October November December January February March

7,500 6,250 5,000 3,750 2,500 1,250*

What are Healthy Points?

Healthy Points are provided to insured employees by the Rakuten Health

Insurance Society.

Healthy Points can be used in the RakuPo Plan.

* Please note that Healthy Points and Rakuten Super Points are different

point systems.

* Some employees may receive no points due to data closing dates but they will receive 15,000

Healthy Points in or after April for the new fiscal year.

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Closing date of Healthy Point application

Every month: 15th

End of fiscal year: March 15 * Please note that the preceding business day is the closing date for cash back

application if the 15th is a Saturday, Sunday, or holiday.

<Important>

Reapplication may not be accepted if there is any flaw in a document

accompanying an application made at the end of a fiscal year.

Please make sure that all documents required for application are complete.

4

Adjustment of Healthy Point

✓If the remaining Healthy Points are fewer than the points

applied for

If the remaining Healthy Points are fewer than the points applied for, adjustment

(reimbursement) is made up to a ceiling of the remaining Healthy Points.

* Application is controlled so that users cannot make an application exceeding

the remaining Healthy Points.

✓If the applied for Healthy Points is more than the paid amount

If the applied for Healthy Points exceeds the amount shown on the receipt,

points are consumed up to a ceiling of the paid amount.

✓If the employee is on temporary retirement

Employees on maternity/child care leave can use the Benefit Station and the

RakuPo Plan as usual.

✓If the employee is on overseas assignment

Employees on an overseas assignment can use the Benefit Station and the

RakuPo Plan as usual.

Rules for retiring employees

Retiring on 1-15th: Employees can use their points until retirement day.

Retiring on 16th - end of month: Employees can apply and use their points

until the closing date (15th) of the retirement month.

(2) Healthy Point exchange rate 1 Healthy Point= ¥1

(3) Date of Healthy Point provision Healthy Points are provided on April 1 every year. Employees who joined the

company in the middle of the fiscal year receive Healthy Points on the first day of

the service-starting month in accordance with (1) “Monthly provision of Healthy

Points.”

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2. Payment method

■Automatic payment system (AT)

The automatic payment system allows service users to pay only the difference between the

actual expense and the Healthy Points applied for when they use a facility or receive a service,

by applying for use of Healthy Points when they order a Benefit Station service.

By using this function, users can use services even if they have only a small amount of money

at hand. When a user books accommodation or a tour, Healthy Points are consumed on “the

day when the accommodation is used” instead of the Healthy Point application date. (Use of

Healthy Points is “booked” when the application is made.) For services other than

accommodation/tours, Healthy Points are consumed when the application is made.

■□■ How to Use the System ■□■

Accommodation booking and Healthy

Point application On-site payment

1-1

Accommodation

booking

1-2 Healthy

Point application 2-1 Payment

I want to book

¥5,000

accommodation

using the

automatic

payment system.

Select a menu

item having this

mark.

I will use

¥5,000 worth

of my Healthy

Points.

¥5,000-worth Healthy

Points are consumed

automatically.

I didn’t have to pay

for the room at the

facility! I had only to

apply to use my

Healthy Points. It’s

easy!

Pays ¥5,000 for

the member

No payment

Pt Pt

TEL WEB

Benefit Station

Customer Center

0800-9192-919 (Toll free)

Benefit Station

website

https://bs.benefit-one.co.jp/ * You need to enter your 15-digit member ID or e-mail address ID and

password.

Please confirm your remaining Healthy

Points with the operator and specify the

menu item you want to use and the number

of Healthy Points you want to use.

Select the menu item you want to use on the

website and click the “Apply” button.

Follow the guidance and enter the information

required for booking and the number of Healthy

Points to be used.

A confirmation e-mail is sent to you from the

Customer Center.

You will receive a “Guide to Using the Service” depending on the type of service.

Please confirm the booking details and the number of Healthy Points used for the service

indicated in the “Healthy Points used for the RakuPo Plan” column on the website.

* If you find any error in Healthy Points or if you want to change the number of Healthy Points, please call the

Customer Center no later than the day preceding facility/service use.

* If you do not make any advance request for change, it is assumed that you have agreed to use the Healthy

Points indicated in the column.

* You cannot change the number of points used after using the facility/service. 5

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■Cashback system (CB)

The cashback system allows service users to apply to use Healthy Points after using

a service and to receive a refund later as an addition to their salaries.

An application for cashback needs to be accompanied by a receipt or an evidence

document.*

* For details, please see the descriptions of each menu item.

■□■ How to Use the System ■□■

Accommodation booking and Healthy Point application After application

1-1

Accommodation

booking

1-2 Payment 1-3 Healthy

Point application

I want to book

¥5,000

accommodation

using the cashback

system. Pt

I have to get a

receipt as an

evidence

document.

Pt

Pay ¥5,000 and receive a

receipt.

Receipt

I will apply to use

Healthy Points.

Application

Form

Receipt

Apply to use Healthy

Points up to a ceiling of

the remaining Healthy

Points.

Pt

Benefit One checks the

application form.

A refund is made in the next

month or the month after

that if there is no flaw.

¥ ¥

Cashback Application Flow Application

Use of a facility/service

Pay for the facility/service.

Receive a receipt. * Application to use Healthy Points cannot be made without

a receipt.

Prepare a Healthy Point application form.

(1) Apply to use Healthy Points.

(2) Attach a required document (e.g. a receipt).

[In-house mail available]

Send to the personnel in charge

of the health program of the Rakuten Health

Insurance Society via in-house mail.

Benefit One Inc. checks the application form

in detail. * If there is a flaw in the application, the form is returned

and the applicant needs to reapply.

A refund is made as an addition to the salary

in the next month following the application

month (closing date: 15th) or the month after

next.

* The month of reimbursement varies

according to company.

Fill the required information in the application form,

attach the required document (e.g., receipt), and

send them. (Please staple the document.)

[Note on submitting the required document (e.g.,

receipt)]

• Submit the original document.

• The following information is required on the

document.

(1) User name (full name)

(2) Amount (Please confirm a revenue stamp on the

receipt when the amount is ¥50,000 or more.)

(3) Purpose of the payment (The purpose must be

covered by the Healthy Point program.)

(4) Name and stamp of the issuer

(5) Issue date (The date must be within the period set

for Healthy Point use.)

* Please make sure to check the required information.

No refund may be provided if the above conditions are

not satisfied.

Receipt To ○○○ MM/DD/20**

¥△△△△△△‐ In payment for a hotel room

○○Hotel

***** City, **Pref., zip code **

Tel.*******

* The required document varies according to the service menu item.

For details, please see the descriptions of each menu item.

* Submitted receipts are not returned.

6

[No in-house

mail available]

Submit to the

HR/General

Affairs Dept.

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7

1. Benefit Station website

http://www.benefit-one.co.jp/

3. RakuPo Plan website screen

Apply to use Healthy Points through the automatic payment system.

Service Menu Page

Click [Apply].

Enter the

information

required for

booking.

[Next] → [Confirm]

→ [Booking Completed]

Enter your member

ID and password,

and click [Log In].

Major functions of the special

webpage for Rakuten

・Confirmation of the number of

applicable Healthy Points

・ Confirmation of the Healthy

Point application history

・Access to the manual

2. Special webpage screen

Select a menu item

covered by the

automatic payment

system.

■ How to Apply to Use Healthy Points on the Internet

Enter the

amount to be

covered by

Healthy Points.

Healthy Points:

15,000 pt

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■ How to Apply to Use Healthy Points on the Internet

Select the menu item to which

you want to apply Healthy

Points, and click [Apply].

After filling in the required

information, click [Go to

the confirmation screen].

Click [Apply] if the

information is correct.

Print the web

application form

that appears on

the screen.

Paste the receipt and

send the form to the

personnel in charge of

the health program of

the Rakuten Health

Insurance Society via

in-house mail.

* Please submit the

form to the

HR/General Affairs

Dept. if in-house mail

is unavailable.

Apply to use Healthy Points through the cashback system.

8

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■ How to Search for Information on the RakuPo Plan Website

Cafeteria Plan

Click [Applicable Point].

→ Another screen

appears.

(3) “Application History/Re-print”

screen (4) Application history

screen

Confirm the number of

applicable Healthy Points

Another screen

appears here.

Confirm the Healthy Point

application history

Click [History/Correction].

Application history appears.

(3) Healthy Point information screen (2) RakuPo Plan website screen Screen on the left enlarged

Access to the Manual

Click the function that

you want to view.

(3) Manual page

Cafeteria Plan

The Café Desk also accepts inquiries on your

remaining Healthy Points and the status of your

application.

(2) RakuPo Plan website screen

(2) RakuPo Plan website screen

The manual appears.

(1) RakuPo Plan website screen

9

Enter search conditions

and click [History].

Click [RakuPo

Plan Manual].

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3. RakuPo Plan Menu List

Menu Outline Available

system Page

Health

Complete medical

checkup support

Reimbursement for

complete medical checkups

and optional checkups (lung

checkup, gynecological

checkup, etc.)

AT/CB 11

Health support

Reimbursement for medical

care and health support

services (PET examination,

counseling, health

management program,

myopia correction, etc.)

AT/CB 12

Child/

Nursing

/Family

Care

Child care support

Reimbursement for child

care facilities, baby sitter

fees, and purchasing/renting

child care goods

* This support is provided

for preschool children.

Reimbursement for usage of

of Rakuten's in-company

child care center

AT/CB 13

Nursing/Family care

support

Reimbursement for

nursing/family care facilities

and services (home helpers,

etc.) and purchasing/renting

nursing/family care goods

AT/CB 14

Sports Sports facilities support

Reimbursement for usage of

sports facilities (fitness club,

tennis court, and sports

ground)

Reimbursement for usage of

Rakuten's company gym

AT/CB 15

Travel Resorts & Travel

Accommodation support

Reimbursement for

domestic/overseas

accommodation, package

tours, and air/ferry tickets

AT/CB 16

* For details of the menus, please see the following pages.

10

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Menu outline Reimbursement for complete medical checkups and optional checkups (lung

checkup, gynecological checkup, etc.)

Can/Cannot use

Healthy Points

(1) Complete medical checkup

(2) Optional checkup

(3) Health checkup

(4) Consumption tax

Secondary examination

Eligible users Members and their relatives within the second degree of relationship

Tax No tax

Healthy Point

exchange rate 1 Pt = ¥1

Evid

ence d

ocum

ent

Document

Web receipt, original receipt, sales slip, payment certificate, or bank account

transfer letter

▼The following documents are approved only when they are accompanied by a

document that specifies the purpose of the payment▼

Bank transfer statement (including ATM/Internet bank statement), payment

receipt, payment-on-delivery receipt, and credit card statement

Name on

receipt/

document

Member’s full name, the name of the eligible person with a relationship with the

member, or original family name with the same first name

Proviso e.g., “In payment for complete medical checkup”

Limit Up to 100% of the expense

Closing date 15th of every month

Remarks

101 Complete medical checkup support

Category

Health

101-1 Cashback system

101-2 Automatic payment system

11

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Menu outline Reimbursement for medical care and health support services (PET examination,

counseling, health management program, myopia correction, etc.)

Can/Cannot use

Healthy Points

(1) Medical care

(2) Health support service

(3) PET examination

(4) Counseling

(5) Health management program

(6) Myopia correction

(7) Consumption tax

Eligible users Members and their relatives within the second degree of relationship

Tax No tax

Healthy Point

exchange rate 1 Pt = ¥1

Evid

ence d

ocum

ent

Document

Web receipt, original receipt, sales slip, payment certificate, or bank account

transfer letter

▼The following documents are approved only when they are accompanied by a

document that specifies the purpose of the payment▼

Bank transfer statement (including ATM/Internet bank statement), payment

receipt, payment-on-delivery receipt, and credit card statement

Name on

receipt/

document

Member’s full name, the name of the eligible person with an relationship with the

member, or original family name with the same first name

Proviso e.g., “In payment for myopia correction”

Limit Up to 100% of the expense

Closing date 15th of every month

Remarks

102 Health support

Category

Health

102-1 Cashback system

102-2 Automatic payment system

12

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Menu outline

Reimbursement for child care facilities, baby sitter fees, and purchasing/renting

child care goods

* This support is provided for preschool children.

Reimbursement for usage of Rakuten's in-company child care center

Can/Cannot use

Healthy Points

(1) Baby sitter fee, child care facility, monthly child care expenses, etc.

for preschool children

(2) Child care consulting expenses

(3) Enrollment fee, admission fee, and monthly/annual membership fee

(4) Rakuten’s in-company child care facility

(5) Consumption tax

Eligible users Members and their relatives within the second degree of relationship

Tax No tax

Healthy Point

exchange rate 1 Pt = ¥1

Evid

ence d

ocum

ent

Document

Web receipt, original receipt, sales slip, payment certificate, or bank account

transfer letter

▼The following documents are approved only when they are accompanied by a

document that specifies the purpose of the payment▼

Bank transfer statement (including ATM/Internet bank statement), payment

receipt, payment-on-delivery receipt, and credit card statement

Name on

receipt/

document

Member’s full name, the name of the eligible person with a relationship with the

member, or original family name with the same first name

Proviso e.g. “In payment for a baby sitter”

Limit Up to 100% of the expense

Closing date 15th of every month

Remarks

201 Child care support

Category

Child/Nursing/

Family Care

201-1 Cashback system

201-2 Automatic payment system

13

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Menu outline Reimbursement for nursing/family care facilities and services (home helpers,

etc.) and purchasing/renting nursing/family care goods

Can/Cannot use

Healthy Points

(1) Home visit services (Nursing/family care and bathing assistance)

(2) Day services

(3) Elderly-care taxi

(4) Elderly day service center (Day care center)

* Including meal charges

(5) Consumption tax

Eligible users Members and their relatives within the second degree of relationship

Tax No tax

Healthy Point

exchange rate 1 Pt = ¥1

Evid

ence d

ocum

ent

Document

Web receipt, original receipt, sales slip, payment certificate, or bank account

transfer letter

▼The following documents are approved only when they are accompanied by a

document that specifies the purpose of the payment▼

Bank transfer statement (including ATM/Internet bank statement), payment

receipt, payment-on-delivery receipt, and credit card statement

Name on

receipt/

document

Member’s full name, the name of the eligible person with a relationship with the

member, or original family name with the same first name

Proviso e.g., “In payment for a wheelchair”

Limit Up to 100% of the expense

Closing date 15th of every month

Remarks

202 Nursing/Family care support

Category

Child/Nursing/

Family Care

202-1 Cashback system

202-2 Automatic payment system

14

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Menu outline

Reimbursement for usage of sports facilities (fitness club, tennis court, and

sports ground)

Reimbursement for usage of Rakuten’s company gym

Can/Cannot use

Healthy Points

(1) Sports facility usage fee and annual/monthly membership fee

(2) In-company gym

(3) Consumption tax

Eligible users Members and their relatives within the second degree of relationship

Tax No tax

Healthy Point

exchange rate 1 Pt = ¥1

Evid

ence d

ocum

ent

Document

Web receipt, original receipt, sales slip, payment certificate, or bank account

transfer letter

▼The following documents are approved only when they are accompanied by

a document that specifies the purpose of the payment▼

Bank transfer statement (including ATM/Internet bank statement), payment

receipt, payment-on-delivery receipt, and credit card statement

Name on

receipt/

document

Member’s full name, the name of the eligible person with a relationship with the

member, or original family name with the same first name

Proviso e.g., “In payment for Konami Sports monthly membership fee”

Limit Up to 100% of the expense

Closing date 15th of every month

Remarks

301 Sports facilities support

Category

Sports

301-1 Cashback system

301-2 Automatic payment system

15

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Menu outline Reimbursement for domestic/overseas accommodation, package tours, and

air/ferry tickets

Can/Cannot use

Healthy Points

(1) Domestic/overseas accommodation

(2) Package tour

(3) Optional tour

(4) Day tour

(5) Tickets for leisure facilities, etc. included in the plan

(6) Consumption tax

* Cashback is available only for the expenses paid to Rakuten Travel.

Eligible users Members and their relatives within the second degree of relationship

Tax No tax

Healthy Point

exchange rate 1 Pt = ¥1

Evid

ence d

ocum

ent

Document

Web receipt, original receipt, sales slip, payment certificate, bank account

transfer letter, or a document which evidences a purchase of a Rakuten Travel

tour

▼The following documents are approved only when they are accompanied by a

document that specifies the purpose of the payment▼

Bank transfer statement (including ATM/Internet bank statement), payment

receipt, payment-on-delivery receipt, and credit card statement

Name on

receipt/

document

Member’s full name, the name of the eligible person with a relationship with the

member, or original family name with the same first name

Proviso e.g., “In payment for a hotel room”

Limit Up to 100% of the expense

Closing date 15th of every month

Remarks For cashback application, please use the “web receipt” issued by Rakuten Travel. If the

receipt does not indicate the “use of Rakuten Travel,” please attach a document that

evidences the use of Rakuten Travel (e.g., itinerary).

401 Resorts & Travel Accommodation support

Category

Travel

401-1 Cashback system

401-2 Automatic payment system

16

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17

4. RakuPo Plan Q&A

A Q uestion nswer

To use services

1. I don’t understand the menu system covered by the

Healthy Point program.

Where should I direct my inquiry?

1. Please call the Café Desk or you can check on the special

website for Rakuten. Café Desk: Special inquiry desk on menus covered by the

Healthy Point program

Tel: 0800-9192-002

(Or 03-6892-5219)

2. I forgot my password to access the website.

What should I do?

2. Click “If you forgot your log-in ID/password” on the

members-only website and apply according to the

guidance. (No reply is given by phone.)

3. I have used up my Healthy Points. Can I continue to use

the Benefit Station?

3. Yes. You can use the services at special membership

prices even if you have no remaining Healthy Points.

A nswer

4. Is consumption tax included in the consumed Healthy Points?

4. Service expenses including consumption tax are covered by Healthy Points.

5. Can I carry over my remaining 100 Healthy Points to the next fiscal year?

5. You cannot carry over the remaining points to the next fiscal year.

6. Can I apply to use Healthy Points for a fitness club that I used last summer?

6. Only the receipts issued within the fiscal year are eligible for Healthy Point application. You can apply if you used the fitness club in the same fiscal year. Reimbursement will be made in the next month or the month after that.

* The month of reimbursement varies according to the company.

7. Until when can I use my Healthy Points at the end of the fiscal year?

7. You can use your points until March 15. However, cashback applications need to be made by the preceding business day if March 15 is a Saturday, Sunday, or holiday.

8. I made a Healthy Point application through the Internet but I have received no reimbursement. Why is that?

8. Did you attach an evidence document (e.g., receipt) to the application form? You may have made only an Internet application and not submitted an application form. If you have already submitted the form, please confirm with the Café Desk.

9. I applied to use 15,000 Healthy Points but only the amount for 10,000 points was reimbursed. Why is that?

9. Healthy Point application is adjusted if the expense includes any item that is not covered by the program. Please confirm your application history.

To use Healthy Points

Q uestion

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18

A nswer

Evidence document

10. May I submit a copy of a receipt? 10. Basically, copies are not accepted so as to prevent double

applications. For details, please see the “Menu List” in this

manual.

11. Do I have to submit an original receipt? 11. An original receipt (or an original of an equivalent document

that evidences a payment by a member) needs to be

attached. For details, please see the “Menu List” in this

manual.

12. I lost my receipt. May I submit a sales slip or a credit

card customer copy instead of the receipt?

12. No, you may not. Please have your receipt reissued. For details, please see the “Menu List” in this manual.

13. Does the Proviso column on the receipt need to be

filled?

13. Please make sure to have the proviso column filled with the

purpose of the payment so that we can assess whether or

not the payment is covered by the RakuPo Plan and whether

or not Healthy Points can be used.

Use of Healthy Points is not approved if the proviso is unclear.

(Receipts indicating usage details are acceptable.)

14. Can I consolidate applications for sports and self-

development in one application form by attaching

receipts for both?

14. No, you can not. Please make separate applications attaching an evidence

document for different menu categories.

15. No receipt was issued when I made an account transfer.

What should I attach as an evidence document?

15. A payment receipt or a bank transfer statement (including a

ATM statement) can be used. However, these documents

are approved only when a document indicating payment

details is attached additionally. For details, please see the

“Menu List” in this manual.

16. Please let me know the effective period and application

period of receipts for services.

16. Effective receipt issuance period: March 16 to March 15 in

the following year

(Initial fiscal year: April 1 to March 15 in the following year) Application period: April 1 to March 15 in the following year

Only receipts issued in the above periods are effective

within the fiscal year.

Q uestion

Temporary retirement

A nswer

17. Can employees on temporary retirement or some type

of leave use the menus?

17. Employees on temporary retirement or some type of leave

can use their Healthy Points.

↓For inquiries, please contact the Benefit One Café Desk.↓ Tel: 0800-9192-002

E-mail: [email protected]

* If you need support in English, please call the Customer Center.

(Customer Center Tel: 0800-9192-919)

*For inquiries in English, please send an e-mail first before calling the Inquiry

Desk for smooth communication.

Q uestion