In this article you will learn about the mainadvanced configurations of the Benefits module, which will allow you to customize and optimize the management of your benefits according to your organization's needs.
These configurations are especially useful if you want to create benefits with greater flexibility, whether through versions, custom attributes, or automatic generation of certificates.
- Benefit versions
Thebenefit versionsallow you to create the same benefit with different configurations, facilitating its segmentation and management.
What can you do with this functionality?
- Maintain a main benefit and generate alternative versions.
- Configure different rules without duplicating benefits manually.
- Manage different conditions in an organized way.
- Benefit certificates
Thebenefit certificatesallow a document to be automatically generated once a benefit has been approved.
These certificates are available within the collaborator's documents, which allows maintaining a formal and traceable record of the request.
What can you do with this functionality?
- Create certificates associated with specific benefits.
- Automatically generate documents after approval.
- Centralize certificates in the collaborator's profile.
How to configure a benefit certificate?
- Custom attributes
Thecustom attributesallow defining the information that the collaborator must complete when requesting a benefit.
This is especially useful when you need to request additional data such as:
- reason for the request,
- dates,
- attached documents,
- bank information,
- or other specific fields.
Additionally, you can define whether each attribute will be:
- Required, or
- Optional
What can you do with this functionality?
- Customize request forms according to the benefit.
- Request key information for approval.
- Standardize the data provided by collaborators.
How to create custom attributes in your Benefits configuration
With these advanced configurations you can improve traceability, automation, and flexibility of the Benefits module, adapting it to different scenarios within your organization.
Required Modules:
- Modules: Benefits.
You may also be interested in:
Remember, if you need help you can contact us through our support channels.
Chat | Phone | Email.
We're happy to help!
🤖 This article was translated using artificial intelligence. View original article.