The purpose of this article is to detail the management of subscriptions to Beneficios Buk, including reviewing the integration status of the benefits for each employee.
Scope / Limitations:
Subscriptions apply exclusively to theBeneficios Buk(also known as Beneficios Adicionales) that are paid. Subscriptions are not generated for benefits that are created by administrators directly in the Beneficios module.
Definitions:
A subscription is the means through which each client's BUK platform communicates with the benefits provider to notify that an employee must be enrolled or removed, thus allowing them to access the benefit. The subscription can have various states that indicate whether the employee can use the benefit or what stage of the integration process they are in.
Subscription creation:
Subscriptions are generated through a voluntary request by the employee, entering the request approval flow. The administrator can decide whether to approve each request manually or allow them to be approved automatically upon submission. In either case, once the benefit request is approved, the subscription is created in the "Solicitud Pendiente" state, initiating the integration process with the benefits provider.
If the benefit isapproved for all, no request will be necessary; the subscription will be created automatically each time someone has access to the benefit.
Subscriptions are created with a 24-hour delay.
Tracking and querying subscription status:
To determine the specific status of an employee with respect to a Buk additional benefit, review the subscriptions in the section located in the left sidebar "Beneficios" and only those with modification permissions for the Beneficios module can access it.
A subscription can have different states from its creation.
- Solicitud Enviada:Indicates when the request has been created and sent to the provider.
- Solicitud en Proceso:Indicates when the provider has picked up the request and is in the process of enrolling the employee.
- Activo: The employee has already been enrolled and can use the benefit.
- Rechazado: For some reason the employee could not be enrolled. In the columnDetailsyou will find the reasons.
- Inactivo:The employee was removed from the benefit
- Cancelación en proceso:The employee has been terminated or does not meet the group's conditions and their subscription is in the process of being cancelled.
Additionally, in each of the sections, the subscription status will be shown with the possibility to filter by Active, Pending, Rejected, export the details (using the little arrow⬇️) and check in the "Details" column additional information about the subscription status such as, for example, upload failures with detailed reasons that complement the status.
Required Modules:
Base: People management.
Modules: Beneficios.
Keywords:
Additional benefits, supplementary insurance, benefit plans, benefits integration
You may also be interested in:
Employee groups based on conditions
Creation and configuration of benefit plans
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🤖 This article was translated using artificial intelligence. View original article.