You can include granted benefits and discounts associated with employees in a custom exporter, using the appropriate templates.
Follow these steps according to the type of information you need:
To report benefits:
Go toInformation > Exporters > Custom.
Create a new report or edit one fromMy reports.
Use theBenefitstemplate.
In theBenefitsparameter, select the variables you want to include (such as benefit name, amount, date, etc.).
To report associated discounts:
Use aPayrolltemplate.
In theOther discountsparameter, select the applicable discounts.
Add any other necessary variables (employee, company, period).
Save or download the report.
Important:
You can generate two separate reports if you need to separate benefits and discounts.
Make sure the benefits are active on the platform so they are correctly reflected in the report.
Not sure which template to use or how to link discounts to benefits? Write to us at support and we’ll help you set it up 🚀
🤖 This article was translated using artificial intelligence. View original article.