To approve benefits you must have prior permission in your profile, but there is a variant that is important to take into consideration, in case of
Prerequisites:
Users with Modify Benefits permissions will be able to approve requests.
Also, a user with area limits will only be able to view requests associated with their area, and the administrator of your Buk platform must assign you the corresponding profile.
Profiles - Configuration and Use Manual
Approval process:
- Access the Benefits module:
Go to Benefits → Requests.
On the tab“Pending”, you will see all requests that require approval.
2. Review the employee's information:
Before approving, you can validate relevant employee data in the “Employee Information” section, where you will find their personal and employment information.
Important:This information will only be available to users who have the necessary permissions to view it. Some profiles may not have access to all data; the permissions you must have are
- Read: Employees and Work
- Read: Vacation record
- Modify: Benefits and Benefit Approval
You will be able to view the following:
3. Approve the requests:
You have two ways to do it:
- Individual approval:Check the box of the request you want to approve and click Approve.
- Bulk approval:Select the “Select all” checkbox and then go to the right-side Actions → Approve button.
(You can also perform mass rejections from this same option).
Additional actions
In addition to approving, users with the profile ofBenefits Administratorcan alsorejectordeleterequests.
Keywords:
Benefits, request, approval, tracking.
You may also be interested in:
- How to request a benefit?
- How to request an Integrated Benefit with Permissions?
- How to request an Integrated Benefit with Hourly Permissions?
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🤖 This article was translated using artificial intelligence. View original article.