The purpose of this article is to guide you step by step through the process of distributing balances for the Pluxee Food benefit. Remember, it is mandatory to have the BUK payroll module in order to perform the integration.
After activating the general setting "Integration with Pluxee" (check in the top bar "Administration>>General Parameters"), the next step is to create the earnings/deduction items. There are two alternatives:
- For those who want the earning and deduction to appear on each employee's payslip.
- For those who prefer that the earning and deduction do not appear on their employees' payslips.
Creation of Pluxee Food Items
Important:To create and assign items, remember you must have the necessary user permissions granted by your administrator.
A step-by-step guide on how to create formula-based items is attachedFormula-based items
1.- Option 1 (earning/deduction on the payslip):
The earning must be created with the mandatory code “buk_haber_vale_alimentacion”
The deduction must be created with the mandatory code“buk_descuento_vale_alimentacion”
Once the items are created, you must assign them to your employees either in bulk or individually.
Important:Remember to inform clients that they must configure your items to the “Expense” account so that you can later obtain your tax savings for Income Tax purposes.
2.- Option 2 (earning/deduction NOT included on the payslip):
The earning*informational*must be created with the mandatory code “buk_haber_vale_alimentacion”
The deduction*informational*must be created with the mandatory code“buk_descuento_vale_alimentacion”
Once the items are created, you must assign them to your employees either in bulk or individually.
Important:Remember to inform clients that they must configure your informational items to the “Expense” account so that you can later obtain your tax savings for Income Tax purposes. Additionally, if you manage accounting through BUK, you must request the integrations team to have the informational items displayed in the centralization.
Food Benefit Layout
Once the items are assigned, to download your distribution file you must go to the new optionPayroll>>Files and Payments>>Food Benefitwhere you must click the “Create Group” button to select the employees to whom the previously configured amounts will be distributed. Remember that to view the "Files and Payments" option, you must have the user permission granted by your administrator.Profiles - Configuration and Usage Manual
You must enter a name for the group and select the month in which you will distribute the amounts, as well as select the employees. Don’t forget to save your selection by clicking the “Create” button.
You will be able to see the “Download File” option, and if you click on the group (for example, BB Pluxee), you will be able to see the employees and the amount to be distributed.
Layout to Pluxee
If you did not download the file in the previous step, no problem—you can download it from Payroll>>Files and Payments>>Food Benefit.
Now on the Pluxee Platform
Once the file is downloaded, you must log in to Pluxee with your credentials (The Pluxee Onboarding team will assist you in this initial process)-
Receipt Confirmation and Card Assignment
When uploading a layout file, there are two scenarios:
- New client:When uploading the payroll (layout file) with the distribution amounts, an internal card request is generated, in addition to reporting the amounts. These cards are sent to the offices indicated by the client when contracting the service.
- New employees:When uploading the layout file with the distribution amounts, the system records the amounts. For employees without an assigned card, the system proceeds to issue new cards.
You may also be interested in:
How to create earnings and deductions
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🤖 This article was translated using artificial intelligence. View original article.