In this article you can learn how to create and edit benefit plans that will allow you to segment benefit versions so they are seen only by the employees you select and/or those who meet the conditions you set in the employee groups that are part of the plan.
Definitions:
- Group: It is a collection of individuals who meet certain criteria or specific conditions. Groups update automatically to include all people who meet these conditions.
- Benefit Plan: It is the feature that allows discriminating who and which benefits will be seen in "Mis Beneficios".
Process for creating plans on the Platform:
Go to Benefits>>Settings>>Plans>>Create Plan
Complete the requested data; you can include the people you select manually or use a group with conditions so that it takes care of keeping updated who will be assigned the benefit based on conditions. We recommend reviewing the following link to learn more about theEmployee groups based on conditions.
When selecting"New Plan", enter the plan name, an optional description, and choose the beneficiary employees or groups from the "Select participants and/or groups" option. In this field, you can add participants manually or use a group based on specific conditions, which allows keeping beneficiaries updated according to those conditions. See this link for more information on "Employee groups based on conditions".
If you add a specific person, they will always be part of that created plan. On the other hand, if you select a Group, the people who meet the conditions of that Group will be part of the plan andwill be updated automatically.
For this example, we created a group called "2 Meses Antigüedad" whose condition to belong to the group is having more than two months of seniority at the company; this is why this functionality is useful to keep eligibility criteria for benefits up to date. For this case we also added two participants, who, in contrast with the group, will always belong to the benefit plan until they are edited.
Once participants or groups are added, press "Create Plan". This way, plans will be available for editing or deletion in the "Plans" tab for users with benefit management permissions.
Additionally, you can download the employees who are part of the plan:
Process for assigning plans on the Individual Platform:
Once you have your benefit plan created, you can assign them to your employees individually from the employee's profile by clicking the pencil icon and selecting the "Personal" option.
Then, in the "Benefits" section, choose the plan to assign. By adding your employees this way, you are choosing them permanently and not based on automatic conditions.
Process for assigning plans on the Bulk Platform:
You can upload benefit plans in bulk by going to the "Information" module in "Importers" and then clicking on "Importers"; there, you can locate the "Benefit Plans" importer. By adding your employees this way you are choosing them permanently and not based on automatic conditions.
Associate a benefit to one or multiple plans when creating or editing a benefit:
A benefit version can be added directly to a benefit plan at the moment it is created or when you edit it; remember to select in the option"Availability"the alternative"Only certain employees: Assign benefit plansso that the previously created plans are displayed.
If you already have a benefit created and want to add plans, you should go to edit your benefit, in the section"Benefit versions>> Configure version".
A new screen called"Version", where you canselect the previously created planthat you wish to add.
To do this, click the option"Select plans", choose the corresponding plan and, finally, select"Save version"to confirm the changes.
Remember that if your benefit has more than one version, you must repeat this step for each one of them according to how you want to segment each of the versions.
Required Modules:
- Base:People management.
- Modules:Benefits.
Keywords:
Employee segmentation, employee segments, group employees, benefits segmentation, benefit plans.
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🤖 This article was translated using artificial intelligence. View original article.