If you want mendaftarkan tipe tunjangan karyawan ke dalam system, You must membuat jenis pengelompokan karyawan berdasarkan tipe tunjangan said first.
Pendaftaran jenis pengelompokan karyawan berdasarkan tipe tunjangan dapat dibuat dengan Eligibility Profiles pada Menu Benefit, dan pendaftaran tipe tunjangan karyawan dapat dibuat dengan Benefit Type pada Menu Benefit.
In this section, You can learn :
1. Cara membuat Eligibility Profiles.
2. Cara membuat Benefit Type.
1. How to Create Eligibility Profiles.
- On the Menu Benefit → Select Eligibility Profiles.
- Click the button New untuk mendaftarkan Eligibility Profiles pada menu Benefit.
- In part General, isi with the type of Eligibility Profiles you want to display.
| No | Feature | Information |
| 1 | Name | Filled with no Eligibility Profiles. |
| 2 | Description | Filled with description Eligibility Profiles. |
| 3 | Active | • Click Yes, if the Eligibility Profiles type is still active and processed in system. • Click No, if the Eligibility Profiles type is already in place not active, then the Eligibility Profiles type will be automatic lost in another menu. |
- In part Criteria, click the button “Create”, dan lanjutkan dengan mengisi kriteria karyawan yang akan ditentukan tipe Benefit nya.
| No | Feature | Information |
| 1 | Active | • Click Yes, If the Eligibility Profile details for the benefit are still active and processed in system. • Click No, If the Eligibility Profile details for benefits already not active, then the Eligibility Profile Detail Data for Benefit will be automatic lost in another menu. |
| 2 | Name | Filled no Eligibility Profile untuk Benefit karyawan. |
| 3 | Marital Status | Filled with details marital status which will be included in the Eligibility Profile. |
| 4 | Age | Filled with details age which will be included in the Eligibility Profile. |
| 5 | Location Group | Filled with details Location Group which will be included in the Eligibility Profile, in the form of LOV. |
| 6 | Job Family | Filled with details Job Family which will be included in the Eligibility Profile, in the form of LOV. |
| 7 | Organization Level | Filled with details Organization Level which will be included in the Eligibility Profile, in the form of LOV. |
| 8 | Position Level | Filled with details Position Level which will be included in the Eligibility Profile, in the form of LOV. |
| 9 | Grade | Filled with details Grade which will be included in the Eligibility Profile, in the form of LOV. |
| 10 | Employment Type | Filled with details Employment Type which will be included in the Eligibility Profile, in the form of LOV. |
| 11 | Gender | Filled with details gender which will be included in the Eligibility Profile, in the form of LOV. |
| 12 | Religion | Filled with details religion which will be included in the Eligibility Profile, in the form of LOV. |
| 13 | Company | Filled with details Company which will be included in the Eligibility Profile, in the form of LOV. |
| 14 | Location | Filled with details Location which will be included in the Eligibility Profile, in the form of LOV. |
| 15 | Job | Filled with details Job which will be included in the Eligibility Profile, in the form of LOV. |
| 16 | Organization | Filled with details Organization which will be included in the Eligibility Profile, in the form of LOV. |
| 17 | Position | Filled with details Position which will be included in the Eligibility Profile, in the form of LOV. |
| 18 | Length of Services | Filled with details minimum working hours Eligible employees are included in the Eligibility Profile, in the form of LOV. |
| 19 | Payroll | Filled with details Payroll which will be included in the Eligibility Profile, in the form of LOV. |
Do save with a click button “Save Changes” pada bagian Criteria terlebih dahulu, then continue by filling in the other complete Eligibility Profiles data.
- If you have entered all the Eligibility Profiles information, then the final step is to do it save with a click button “Submit” at the very bottom of the Eligibility Profiles page.
2. How to Membuat Benefit Type.
- On the Menu Benefit → Select Benefit Type.
- Click the button New untuk mendaftarkan Benefit Type.
- In part General, isi dengan jenis Benefit Type yang ingin ditampilkan.
| No | Feature | Information |
| 1 | Name | Filled with no tipe benefit. |
| 2 | Description | Filled with description tipe benefit. |
| 3 | Group | Filled with pengelompokan benefit karyawan, example: Medical, Non Medical, and others. |
| 4 | Category | Filled with category tipe benefit, example: Kesehatan, Gigi, and others. |
| 5 | Claim Method | Filled with ketentuan klaim sesuai tipe Benefit, example: sesuai Bill, berdasarkan Amount. |
| 6 | Begin Period | Batas awal period claim berupa Bill. |
| 7 | End Period | Batas akhir period claim berupa Bill. |
| 8 | Occurrence Limit | Batas pengajuan Benefit per periode Occurrence Months. Example: 1, maka karyawan hanya dapat mengajukan klaim 1 kali selama masa kerjanya. |
| 9 | Occurrence Months | Batas periode pengajuan karyawan yang dapat melakukan klaim sesuai limitnya. Example: 2, maka dalam tiap 2 bulan karyawan dapat mengklaim sesuai Occurrence Limit. |
| 10 | Back Date Allowed | Batas rapel karyawan dalam mengajukan Benefit. |
| 11 | Active | • Click Yes, jika Benefit Type untuk Benefit tersebut masih active and processed in system. • Click No, jika Benefit Type untuk Benefit sudah not active, maka data Benefit Type untuk Benefit akan otomatis lost in another menu. |
| 12 | Hide Balance | • Click Yes, if you want hide sisa benefit dalam menu karyawan. • Click No, if you want bring up sisa benefit dalam menu karyawan. |
| 13 | Onetime Claim | • Click Yes, jika Benefit hanya dapat di klaim 1 kali selama masa kerja karyawan. • Click No, jika Benefit dapat di klaim lebih dari 1 kali selama masa kerja karyawan. |
| 14 | Proration | • Click Yes, jika nilai Benefit menyesuaikan minimum masa kerja karyawan. • Click No, jika nilai Benefit tidak meyesuaikan minimum masa kerja karyawan. |
| 15 | Claimable | • Click Yes, jika Benefit dapat di klaim selama masa kerja karyawan. • Click No, jika Benefit tidak dapat di klaim selama masa kerja karyawan. |
| 16 | Allow Spouse | • Click Yes, jika Benefit dapat digunakan oleh pasangan karyawan. • Click No, jika Benefit tidak dapat digunakan oleh pasangan karyawan. |
| 17 | Allow Child | • Click Yes, jika Benefit dapat digunakan oleh anak karyawan. • Click No, jika Benefit tidak dapat digunakan oleh anak karyawan. |
| 18 | Dependent Balance | • Click Yes, jika pasangan dan anak karyawan mendapatkan benefit secara terpisah. • Click No, jika nominal Benefit untuk karyawan digabungkan untuk pasangan dan anak. |
| 19 | Maximum Child Allowed | Filled with batas maksimal jumlah anak karyawan yang berhak mendapat benefit. |
| 20 | Maximum Child Age | Filled with batas maksimal umur anak karyawan yang berhak mendapat benefit. |
| 21 | Element | Filled with Element yang sesuai dengan Benefit yang akan dibuat. |
- In part Detail, choose Add lalu lanjutkan dengan mengisi data pengelompokan karyawan berdasarkan Benefit Type Detail yang sudah dibuat untuk Benefit yang akan digunakan oleh perusahaan ke masing-masing tipe karyawan.
| No | Feature | Information |
| 1 | Active | • Click Yes, jika detail jenis Benefit tersebut masih active and processed in system. • Click No, jika detail jenis Benefit tersebut sudah not active, maka detail jenis Benefit akan otomatis lost in another menu. |
| 2 | Proration | • Click Yes, jika nilai Benefit menyesuaikan minimum masa kerja karyawan. • Click No, jika nilai Benefit tidak meyesuaikan minimum masa kerja karyawan. |
| 3 | Eligibility Profile | Filled with groupings Eligibility Profile karyawan yang akan mendapatkan hak Benefit. |
| 4 | Type | Diisi untuk memilih type amount or balance |
| 5 | Amount | Filled with nominal Benefit yang akan di dapat karyawan. |
| 6 | Balance | Diisi dengan nilai balance Benefit yang akan di dapat karyawan. |
| 7 | Eligible After (Month)s) | Filled batas minimum awal mula masa kerja karyawan yang mendapat hak Benefit tersebut, example: 3, maka benefit mulai dapat digunakan di bulan ke 3 Early employee service period. |
| 8 | Multipiler | Diisi berapa pengali untuk Benefit yang akan di dapat karyawan, If there are. |
Do save with a click button “Save Changes” In each part first, kemudian lanjutkan dengan mengisi kelengkapan data Benefit Type lainnya.
- Jika semua informasi Benefit Type sudah Anda masukkan, then the final step is to do it save with a click button “Submit” pada bagian paling bawah halaman Benefit Type.
Read Also :
– How to Provide Special Benefit Rights