In this article, you can learn how to allocate a benefit group to a specific employee.
To be able to allocate a benefit group to an employee, you need a specific set of permissions:
- Access to the Full employee profile.
This can be set up in the Settings > Account > Roles > choose a role > Functionality > Employees > Organisation > Full employee profile set to All or Custom. -
Benefits are added to employee profiles via Master Data form. In order to see Benefit group on Master Data, it must be added to the Forms. Go to Settings > Forms > HR > Master Data > Employee > add existing element Benefit group.
- Finally, you also need access to the Benefit group in question. This access can be set up in the Settings > Templates > Benefits > Groups > open the correct group > adjust the access in the Access tab.
If you have all the correct permissions, you can follow the steps below.
1. Go to main menu - Employees
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2. Open an employee profile you have access to and click on the Form button in the upper right corner
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3. From the list of forms, choose HR and then Master Data
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4. In the field Benefit group, select the correct group. Remember to save your changes
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