In this article, we explain step by step how to set up and validate benefit requests that require documents, quickly and easily, with the support of Buk's artificial intelligence.
Important:The BUK AI document validator only analyzes the following formats.png .jpeg .webp .jpg .pdf .txt .md
1.- Setting up the benefit with custom file-type attributes
Create your benefit as usualHow to create a benefit?, and within theCustom attributessection, click onAdd attributesto add aFiletype attribute.
Then, the system will show you the option to check theAdd validation criteriacheckbox, where you can define the requirements that the document must meet for the benefit request to be approved later.
Finally, save your configuration and wait for your employees to submit requests so you can approve them with the help of AI.
2.- Approve benefit requests with AI requirements analysis
After setting up your benefit (previous step), your employees will be able to submit requests as usual.How to request a benefit?
The system will indicate to your employees the validation criteria (requirements) you previously set up for the requested files.
Once your employees have submitted their request, before approving (How to approve benefit requests), you can review whether the request meets the requirements fromRequests>>Employee information
Buk AI will review the document(s) attached to the request and validate each condition. It will provide you with the conclusion for each criterion and make a recommendation for resolving the request.
Remember, this is a complementary tool to facilitate and speed up the review process. While it is advanced technology, it may make mistakes. Therefore, the final decision should be made by a human.
After reading the information and validating whether or not it meets the requested requirements, approve or reject according to your judgment.
Required Modules:
- Base: People management
- Modules: Benefits (optional)
Keywords:
Create benefit, benefit versions, benefit requests
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🤖 This article was translated using artificial intelligence. View original article.