If you want Registering the type of allowance Employees inside system, You must Make an employee grouping type based on the type of allowance said first.
Registration of types of employee grouping based on the type of allowance can be made with Eligibility Profiles On the Benefit menu, and registration type of employee allowance can be made with Benefit Type On the Benefit menu.
In this section, You can learn :
1. How to make an eligibility profiles.
2. How to Make Benefit Type.
1. How to Create Eligibility Profiles.
- On the Menu Benefit → Select Eligibility Profiles.
- Click the button New To register Eligibility Profiles on the Benefit menu.
- 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”, and continue by filling in the criteria of the employee to be determined by the benefit type.
| 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 for employee benefits. |
| 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” in the criteria section first, 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 Make Benefit Type.
- On the Menu Benefit → Select Benefit Type.
- Click the button New To register Type Benefit.
- In part General, isi with the type of benefit type you want to display.
| No | Feature | Information |
| 1 | Name | Filled with no Benefit type. |
| 2 | Description | Filled with description Benefit type. |
| 3 | Group | Filled with grouping employee benefits, example: Medical, Non Medical, and others. |
| 4 | Category | Filled with category Benefit type, example: Health, Gigi, and others. |
| 5 | Claim Method | Filled with claim provisions according to the type of benefit, example: fit the bill, Based on Amount. |
| 6 | Begin Period | Starting limit period claim in the form of bill. |
| 7 | End Period | Deadline period claim in the form of bill. |
| 8 | Occurrence Limit | The limit for submitting benefits 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 Minimum Boundaries of Start Employees' Work Time who got the rights of the benefits, example: 3, then the benefits can begin to be used on the moon to 3 Early employee service period. |
| 8 | Multipiler | Fill in how many multiplier for the benefits that employees will get, If there are. |
Do save with a click button “Save Changes” In each part first, then continue by filling in the completeness of other types of be benefit data.
- If you have entered all Benefit Type information, then the final step is to do it save with a click button “Submit” At the bottom of the Benefit Type page.
Read Also :
– How to Provide Special Benefit Rights