Introduction to the Benefits Management Module – Brasil

In this introductory article you will learn the essential steps to begin using theMódulo de Gestión de Beneficiosfrom scratch.

Throughout this guide you will learn how to configure permissions, create benefits, organize plans and categories, manage tags and understand the full request and approval workflow. This way, you can properly manage the benefits available to your employees and make the most of the module's tools.

Step 1: Configure access permissions for the module

Before starting to create and manage benefits, it's important to make sure you have thenecessary permissionswithin the platform.

To grant them, the administrator must:

Go to 'Usuarios y perfiles'.
Select 'Crear perfil de usuario'.
Assign permissions associated with the Beneficios module.

* Remember: if you don't have permissions, you will not be able to create or edit benefits.

Configuración Permisos Perfil Beneficios

Step 2: Create and configure a benefit

Once permissions are configured, you can start creating benefits within the module.

In this stage you will learn to:

Create a new benefit.
Define its type and main characteristics.
Configure requirements and conditions.

How to create a benefit?

Step 3: Create and configure benefit plans

After creating a benefit, it is possible to associate it with one or more plans, which allows you to organize and assign benefits to your employees according to criteria defined by your company.

In this step you will be able to:

Create benefit plans.
Configure their validity and conditions.
Associate benefits to a plan.

Creation and configuration of benefit plans

Step 4: Configure a benefit to be requestable

For an employee to request a benefit, it must be correctly configured as requestable.

In this step you will learn to:

Enable the request option.
Define who can request it.
Configure request rules and requirements.

How to configure a benefit to be requestable?

Step 5: Create and manage benefit categories

Categories allow organizing benefits so that employees can find them more easily and in an organized way.

Here you will learn to:

Create custom categories.
Edit or delete them.
Associate benefits with a specific category.

How to create and manage benefit categories?

Step 6: Manage benefit tags

Tags allow classifying benefits in greater detail and improving search within the module.

In this step you will be able to:

Create tags.
Manage them.
Assign them to benefits to facilitate their identification.

Manage benefit tags

Step 7: Request a benefit (employee)

Once the benefit is active and available, employees will be able to enter the module and submit requests.

In this step you will learn how the process works from the employee's view, including:

Where to find the available benefits.
How to complete a request.
How to check the status of a request.

How to request a benefit (employee)

Step 8: Benefits approval workflow

Finally, once benefits have been requested, they may go through an approval workflow according to the configured approval levels.

In this step you will learn about:

Possible statuses of a request.
Who can approve or reject.
How to manage pending requests.

Benefits approval workflow

With these steps you will be able to implement and properly manage the module from the start, ensuring a clear experience for both administrators and employees.

Required Modules:

Modules: Beneficios.