This article explains the process to create and configure an integrated benefit with hourly permissions, enabling its use from the Beneficios module.
This feature allows compensation or human resources areas to distinguish between the permissions granted through the Beneficios module and those assigned through the Asistencia module. By separating the management of these two functionalities, administrators gain the flexibility to choose the source from which they want collaborators to access their permissions, thus adapting to the specific needs of each company.
Important:
To be able to create “Tipo de Ausencias” you must have contracted BUK in its plataforma PRO version; otherwise you will only be able to use the default hourly permissions (Permiso por hora and Permiso por hora con goce de sueldo).
To implement integrated benefits with permissions, first verify the configuration of your permissions in Administrativo > Asistencia > Configuraciones > Ausencias
Here you will find the following options:
Permiso por hora (unpaid) y Permiso por hora con goce (plataforma esencial):
Permiso por hora and Permisos por hora con goce + the possibility to create new types of hourly permissions (plataforma pro):
For a new Tipo de Ausencia to only appear in the "Integración con permiso desde Beneficios" configuration andnotin the "Asistencia" tab of the collaborator's profile, you must not select the "Solicitable por el colaborador" option. By deactivating this option, the new permission will only be available when creating an integrated benefit with a permission and not in the Asistencia section for the collaborator.
Examples:
Permisonot visibleto be requested by the collaborator from their profile in the Asistencia tab >> Permisos:
PermisoAvailablein the creation of Beneficio Integrado con Beneficios (visible to users with the profile to configure beneficios), from the left sidebar, Beneficios>>Configuraciones>>Crear Beneficio:
Process:
The configuration and creation of an integrated benefit with permissions is the same as the usual flow
How to create a benefit. Upon reaching the option“Integración”you will find 3 options; you should select“Integración con Permisos>>Permisos por hora”:
Subsequently, you must select the“Tipo de permiso”, the options previously established in the “Tipos de Ausencia” section will be displayed. Remember that the essential plan will only show two options: “Permiso” which is the unpaid option and “Permiso con goce”. Clients who have contracted the pro plan will have the ability to view and select the other types of absence created in the previous point:
Then you can configure the following:
1- Set the duration of the permission: Define the minimum and maximum time that a person can request in minutes.
For example, if you want it to last only 1 hour you should put 60 in minimum duration and 60 in maximum duration.
If you want it to be able to last between 1 and 2 hours and the collaborator to select it at the time of the request, you should put 60 in minimum duration and 120 in maximum duration
Thus the collaborator will be able to select a start-to-end time that lasts within that range, in 5-minute increments.
2.- Set the time range to take the permission: Indicates between which hours this permission can be used. This will define the available hours to select when the collaborator wants to make the request.
Once all the previous steps are configured you will find the “Añadir Atributo” section in which there are 3 fields locked for editing that cannot be modified as they are vital for the collaborator's request:
- Fecha Solicitud: Indicar fecha
- Hora inicio: Indicar Hora inicio
- Hora fin: Indicar Hora Fin
If you want to add more information, you can create more attributes in the “Añadir Atributo” option:
Finally, the benefit will appear as follows on the collaborators' portal to be requested:
Required Modules:
Base:Remuneraciones essential plan or pro plan.
Modules:Beneficios.
Keywords:
Beneficios, Configuraciones, Integración
You may also be interested in:
How to request an integrated benefit with hourly permissions
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🤖 This article was translated using artificial intelligence. View original article.