To configure a benefits certificate, make sure you have the permission to create/modify benefits, which must be granted by your platform's Administrator.
With the appropriate permissions:
- Go to the menuBeneficios > Configuraciones > Beneficios.
- From this section you cancreatea new benefit oreditan existing one.
Important:
For the option“Certificado de beneficios”to be enabled, in the fieldWhat is the benefits approval process?you must select the option“Bajo solicitud”.
If you select another option,the “Certificado” option will not be shownin the benefit configuration form.
Once inside the benefit configuration form:
- Assign aname to the folderwhere the certificate will be saved. This folder will be generated automatically in the employee's profile, inside the tab“Documentos”.
- In the section“Certificado del beneficio”, you will be able tocreate a templateof the certificate using theavailable variables.
- If your company has the modulefirma electrónica, you can define whether the certificate will be signed by theemployeeand/or thelegal representative.
When saving the benefit with the certificate configuration:
- Those who have the module active“Documentos y firma”and thenecessary permissions, will be able to view the certificate directly from that section.
- From there they can also use theavailable editing, signing and document management functions.
Required Modules:
- Base: Remuneraciones plan esencial o plan pro.
- Modules: Beneficios.
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🤖 This article was translated using artificial intelligence. View original article.