This article explains the process to create and configure an integrated benefit with permissions, enabling its use from the Benefits module.
This feature allows compensation or human resources areas to distinguish between permissions granted through the Benefits module and those assigned via the Attendance module. By separating the management of these two functionalities, administrators gain the flexibility to choose the source from which they want employees to access their permissions, thus adapting to the specific needs of each company.
To implement integrated benefits with permissions, first check your permissions configuration in Administrativo > Asistencia > Configuraciones > Ausencias
Here you will find the following options:
- Permissions and Paid Permissions (essential platform):
- Permissions and Paid Permissions + the ability to create new types of permissions (pro platform):
Important:
To ensure a new Type of Absence appears only in the "Integration with permission from Benefits" configuration andnotin the "Asistencia" tab of the employee's profile, you must not select the "Solicitable por el colaborador" option. Disabling this option will make the new permission available only when creating an integrated benefit with permission and not in the Attendance section for the employee.
Examples:
- Permissionnot visibleto be requested by the employee from their profile in the Attendance tab >> Permissions:
- PermissionAvailablein the creation of Integrated Benefit with Benefits (visible to users with a profile to configure benefits), from the left sidebar, Benefits>>Configurations>>Create Benefit:
Process:
The configuration and creation of an integrated benefit with permissions is the same as the usual flow
How to create a benefit. Upon reaching the option"Integration"you will find 3 options, you should select"Integration with Permissions":
Next, you must select the"Type of permission", the options previously established in the "Types of Absence" section will be displayed. Remember that the essential plan will only show two options: "Permission" which is the unpaid option and "Permission with pay". Customers who have subscribed to the pro plan will be able to view and select the other absence types created in the previous step:
If you choose the "Full Days" option in Time unit, you must also indicate the "Number of granted days" which correspond to the number ofconsecutive days:
Once all the previous steps are configured you will find the "Add Attribute" section in which there are 3 fields locked for editing that cannot be modified as they are vital for the employee's request:
- Start Date and End Date (in case of the full day option).
- Partial Day (in case of using the half Day option): the employee must indicate whether the half-day request is at the Start of the Workday or at the End of the Workday.
- Comment: mandatory field where the employee must indicate their observations to include in the request.
If you want to add more information, you can create more attributes in the "Add Attribute" option:
Finally the benefit will appear as follows in the employees' portal to be requested:
Required Modules:
- Base:Remuneraciones essential plan or pro plan.
- Modules:Benefits.
Keywords:
Benefits, My benefits
You may also be interested in:
- How to request an integrated benefit with permissions
- How to create an Integrated Benefit with Permissions by the hour?
- Create Benefits
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🤖 This article was translated using artificial intelligence. View original article.