Once you have created the benefits available to your employees (seeHow to create a benefit?) and configured them to berequestable(seeHow to configure a benefit to be requestable?), they will be able to request them directly from their personal portal. This process simplifies management, as employees can review available benefits and submit their requests easily and independently.
The approval flow can involve different actors within the organization:
Manager Approval:The Supervisor (the one configured in the employee's profile) will have the option to review and approve the employee's requests.
Human Resources Approval:HR will be in charge of approving or rejecting the requests.
Double approval (Manager and HR):The Supervisor must pre-approve the employee's requests so that HR can give final approval afterwards.
In summary, the benefits request system optimizes communication between teams, streamlines the approval process, and promotes more transparent and efficient management within the organization.
How to configure a benefit to be requestable?
Request flow
When logging into Buk, you'll have the portal at your disposal with various sections and quick actions to facilitate your navigation. Within "Quick Actions", locate and select the "View Benefits" option to go directly to the benefits section. Alternatively, you can access this section from "Your Company" or by clicking the home icon, then choosing "My benefits".
1. Access the platform
Sign in to your Buk account. Once inside, you'll find a dashboard with various sections and shortcuts.
2. Go to the benefits section
There are two ways to access it:
- From Quick Actions, select Benefits in the right sidebar of your screen
- Or navigate through the menu: Your Company > Portal > Benefits
You can also access it from your app by selecting "Benefits"How to activate Buk on my phone?
In the benefits section, you will find a variety of categories such as: Services, Fun, Fitness, among others. We invite you to explore these categories and choose the benefit that best fits your needs or preferences.
If your company works with a points system for managing benefits, don't forget to check the specific conditions to access each benefit and verify whether your available points balance is sufficient to request it. If so, you can proceed to request the desired benefit by clicking the corresponding button (Request or Go to Benefit).Create a benefit with points
Does the benefit require approval?
When the benefit is configured with Manager Approval, HR Approval or Double Approval (that is, the Manager approves first and then HR), the following flow will be generated:
1.- Manager receives the request:
2.- Manager approves the request
In cases ofdouble approval, the manager must pre-approve from Benefits > Requests > Pending and select the three dots > Pre-Approve
3.- For cases of Double Approval, once the request is approved by the manager, HR receives a pending approval task in the top right bar, which must be approved:
Once the benefit is approved or rejected, the employee receives an email notification (email configured in their profile):
And that's it — your employee can now enjoy their benefit. If you want to follow up, you can review it from Benefits >> Requests >> Pending or All
Note:Remember that you can approve benefits for past days (vacations and paid leave) with up to a one-month delay.
Required Modules:
- Base:People management.
- Modules:Benefits.
Keywords:
Benefits management, benefits configuration, approval levels, validity, recurrence, benefit attributes
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🤖 This article was translated using artificial intelligence. View original article.