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Conditions for benefit requests

Updated

Ensure efficient management of your benefits by setting application requirements. This way, only employees who meet the predefined criteria will be able to request them.

Prerequisites

  • Have the module activatedBeneficios.
  • Have modification permissions in the module.

How to configure the conditions

To add restrictions to a benefit, you must first define its approval process. (Create your benefit as usualHow to create a benefit?)

  1. Create or edit a benefit.
  2. In the Approval Process section, select the On Request option.
  3. When enabled, the Conditions to Request section will expand.

Here you can configure two types of restrictions:

1. Usage rules

  • Set maximum requests per Employee:limits how many times an employee can request the benefit within a time period.
     

  • Define a date range to request the benefit:specifies a specific range of days to receive requests. Outside this period, the benefit will be visible but the request button will be disabled.

2. Employee Conditions

You can filter who qualifies according to their personal or contractual attributes using the operators"AND"(must satisfy all rules)::

  • Seniority in months:defines a minimum number of months at the company.
  • Employee status:filters by active, pending, or inactive employees.
  • Contract type:limits the benefit to permanent, fixed-term contracts, etc.

 

Example:

Employee experience

When your employees enter the benefits section to make a request, the system will automatically validate:

  • If they meet the conditions:they will be able to complete the request normally; the request button becomes active.
  • If they do not meet them:the system will display a message indicating which requirement is missing for them to be eligible for the benefit and the request button will remain inactive.


 

Important considerations

  • If you do not add any condition, the benefit can be requested by employees who have it available.
  • Seniority conditions are calculated automatically based on the hire date recorded in the employee's profile.

 

Required modules:

  • Base: Gestión de personas
  • Modules: Beneficios

Keywords:

Create benefit, benefit versions, benefit requests

 

You may also be interested in:

 

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🤖 This article was translated using artificial intelligence. View original article.

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