How to create custom attributes in your Beneficios settings – Mexico

In this article we explain step by step how to configure custom attributes within the Beneficios module.

Custom attributes are additional fields you can create for your employees to fill out when requesting a benefit. This allows you to collect specific information depending on the type of benefit you are offering.

Currently, you can create attributes of different types, for example:

Text
Date
File
Number
Selection list
Among others

Step by step: Configure a benefit with custom attributes

To add custom attributes, first you must create your benefit as usual (see:How to create a benefit?). Then, follow these steps:

Go to the benefit you want to create or edit.
Go to the Custom attributes section.
Click Add attribute.
Enter the attribute name (for example: 'Supporting document').
Select the type of attribute you want to configure (for example: File).
Define whether the attribute will be required or optional.
Save the changes.

Example: Custom attribute of type File

If you configure a custom attribute of type File, when requesting the benefit the system will require the employee to attach a document before submitting the request.

For example, this type of attribute is useful if you need supporting documents such as:

Medical certificates
Pay slips
Contracts
Proofs of payment

How will it look for the employee?

When the employee requests the benefit, they will see the field to attach the file and must upload it before continuing (if the attribute was configured as required).

Required Modules:

Base: Remuneraciones plan esencial o plan pro.
Modules: Beneficios.