In this article you'll find how to create versions to have variants of the same benefit, with different configurations, segmentation, or integrations, without needing to create an identical benefit.
Scope / Limitations:
Benefit versions correspond to the main configurations of the benefit, such as status, recurrence, whether it's available to everyone, or the approval level. They also include the name, description, images, and featured settings.
Benefits must have at least one existing version; you cannot delete all versions of a benefit.
Definitions:
- Version:A variant of a benefit that modifies values such as attributes, segmentation, request timeframes, points, and integrations.
Process in Individual Platform:
To add versions, go to the option“Other settings”and enable the function“Create more than one version”(remember that each benefit is automatically created with the original version, that is, the benefit's original name, and you can add more versions as needed).
After naming the new version you must“Configure version”, complete it with the necessary information and clicksave version.
Once you have configured the new version, you must save the benefit for it to be created. If you want to delete an existing version you must click the trash can with the version you want to delete selected in the selector. Then you must save the changes for it to be removed.
Example of how a collaborator views a benefit with more than one version
Required Modules:
Base: People Management.
Modules: Benefits.
Keywords:
Create benefit, benefit versions
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🤖 This article was translated using artificial intelligence. View original article.