In this article you will learn how to configure a benefit so that employees can request it directly from the platform, defining the necessary conditions such as:
- Who approves it
- Time period in which it can be requested
- Allowed frequency
- Additional information that must be provided when making the request
Scope / Limitations:
A benefit can be configured when it is created and by editing it later
Only the following can do itusers with permissions to modify benefits.
Changes apply directly to what employees see and can do in the sectionMis Beneficios.
Definitions:
- Set approval level: Defines who will be responsible for approving a benefit request. It can be an HR manager, the direct supervisor, or both (double approval) where first the supervisor, who after receiving a notification, must approve so that HR can then approve it.
- Validity period: It is the range of dates during which a benefit can be requested.
- Recurrence: Number of times a benefit can be requested by the same employee within a time range. For example, once per semester.
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Attributes: They are additional information that the employee user must fill out when making the request. They can be open text fields, numeric fields, predefined option lists, dates, file attachments, or selecting a member of their family group.
Legal basis and applications:
The configuration of requestable benefits enables organizations to foster anmore equitable, transparent, and motivating. This functionality, managed from the platformBuk, improves efficiency in human resources processes and ensures fair access to the offered benefits.
Individual platform process:
A benefit can be approved for everyone (Automatic option), which means it is only informational on the platform and that all employees who see it already have that benefit without needing to submit a request, or the alternative By request (must be requested and await approval).
If you need the benefit to be requested by employees, you must select "By request" and indicate theApproval Level.
- Approval level
Since the benefit will now be requestable, you must define who is responsible for approving those requests. You can choose between:
- Supervisor: The direct manager will receive an email notification and will be able to approve or reject.
- HR: Anyone with Benefits permissions will be able to approve or reject a request
- Double: Requires both approvals, where the system will first wait for the direct manager to approve and then HR can approve it.
- Recurrence
You can limit the number of times an employee can request a benefit in the optionHow many times can this benefit be requested?*
In the Allowed number of requests option you must indicate the maximum number of requests and in"Period", you will find 5 periodicity ranges to set limits.
- Every month: Can request N times per calendar month
- Every quarter: Can request N times per calendar quarter
- Every semester: Can request N times per calendar semester
- Every year: Can request N times per calendar year
- At any time: Limits the number of times that benefit can be requested at any time. That is, if you set it to 1 time"At any time", the employee will be able to request it only once regardless of how much time passes.
- Set request period
You may want to restrict when a benefit can be requested by establishing adate range to submit requests.
Just check the option"Yes, define a period"so that the start and end dates where you want the benefit to be in effect are displayed.
- Custom attributes
Attributes are the way you can request additional information from the employee who is requesting a benefit; you can also configure whether the requested data is mandatory.
* If you use File-type Attributes, you may be interested in this articleHow to validate documents with Buk AI for benefit approval
Required Modules:
Base:People management.
Modules:Benefits.
Keywords:
Benefits management, benefits configuration, approval levels, validity, recurrence, benefit attributes
You may also be interested in:
How to validate documents with Buk AI for benefit approval
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🤖 This article was translated using artificial intelligence. View original article.