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How to assign a benefit to a user
Benefits are additional incentives and perks offered by employers.
To assign a benefit to the user, navigate to the Benefits tab under Financials on the user view page of the user.
Click on
Add User Benefit
, a pop-up will open with various fields concerning benefit details.
Fill out the various fields in the pop-up which have their significance.
Benefit Name
- Name of the benefit to be assigned to the user from the list of benefits created.
Activate & End date-
Start and end date of the benefit assigned to the user.
Post filling out the mandatory fields click on the
save user benefit
button to assign a benefit to the user.
We can also assign benefits to a user from benefits administration under compensation and benefits.
Click on a particular benefit that we want to assign to a user.
Under the
Enrollments
tab, click on
Add Enrollment
to select which user to be enrolled in the given benefit.
Post clicking on Add Enrollment, a pop-up will open. Fill in the
user name
,
activate & end date,
and then click on
Enroll User
. This will add the user to the benefit.
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