In this article you will find how to create and configure an integrated benefit with vacations where you can give your employees the option to take ½ days, full days, or consecutive days.
Scope / Limitations:
This option allows the different areas of the company to manage and establish differences between the days assigned via the Vacations module versus those made available to employees through the Benefits module. Although today the action can be performed from both modules, which interrelate, separating the management gives the user independence and flexibility to adapt to each organization's needs.
To implement an integrated Days and 1/2 Days Benefit in Buk it isrequired to have contracted:
- Payroll
- Benefits
Process:
It is essential to take into account that benefits integrated with the vacations module are directly related, so correct prior configuration of the following is very important:
- Vacation typesCreate new vacation policies and types
- Vacation policiesCreate new vacation policies
- Assignment of policies to each employeeAssignment of vacation policies
You can also use the “Administrative days” option, which you must activate fromAdministration > Attendance > Settings > Absences > Configurationand activate the option.
If you create new vacation types or use administrative days, it is very important that you go toAdministration > Attendance > Configuration > Vacations > Configurationand enable the checkbox“Allow partial vacations”so that later you can assign half days via Benefits.
Once the prior configurations are completed, you can proceed tocreate the benefitfollowing the usual flowHow to create a benefit.
When you reach the “Integration” option you will find 3 options; you must select “Integration with vacations”:
After that you must select the “Vacation type” which will only show those thatare not statutoryanddo not have the checkbox“Include in the final settlement”
Within Integration with Vacations you will also find 2 options under “Assignment Type”:
- Add days to the Employee's balance:With this option you can add balance days to your “Vacation Types” (it is not possible to add ½ day), so that later your employees can request day benefits and once authorized,they must follow the secondary vacation request flow from the Vacations tab on their profile.How to request vacations
Step 1: Configure the option to add balance to a Vacation Type.
Step 2: The employee requests the day/half day/days.
Step 3: Once authorized by their manager/administrator, these days are added to their balance.
Step 4: The employee will see the number of days in their balance and will be able to request them through the Vacations module following the usual flow.
- Add days to the balance and create request:With this option the client can define whether they need to configurea ½ day or full dayas needed. Do not forget that in the vacation type the checkbox “Enable Partial Vacations” must be active and workers will be able to immediately indicate the day/half day they need to request:
Finally your employees will see the benefit and will be able to request days or half days of vacation according to the flows mentioned aboveHow to request a benefit
Required Modules:
-
Base:People management.
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Modules:Benefits.
Keywords:
Create benefit, benefit versions
You might also be interested in:
- How to create a benefit?
- Employee groups based on conditions
- Creating and configuring benefits plans
- How to create an Integrated Benefit with Permissions?
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🤖 This article was translated using artificial intelligence. View original article.