Allocate a benefit group to an employee

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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