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An organization can offer various types of benefits to their employees in addition to their regular wages. The benefits package differ considerably for each organization and may include health, life, disability and others. Smart Onboarding allows users to create effective benefit plans and benefit programs that are unique to the their organizations.
Who can access Benefits?
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You can either search for an existing revision to modify, or create a new Process Revision. When configuring the Process Revision, click on Configure Business Process Rules.
| Process Revision Page |
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To define Configure benefits activity in the business process rules, scroll . Scroll down to Benefits and add information attributes under Generic Benefits. Save the configuration..
| Configure Business Process Rules |
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Click on each attribute to specify its routing criteria. This will decide which user will see the benefits activity in their onboarding. For information on adding criteria details click here.
| Benefits activity |
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Enter the criteria details and click Save.
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Configure Follow the same procedure to set the routing criteria to all attributes. the Content Security and make sure the benefit actions are available for New Hires. Save and apply the Process Revision.
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How does benefit activity appear in the New Hire onboarding?
For the benefits to appear in the onboarding process, the New Hire must enroll for company benefits. That means they must choose an 'Yes' for Benefit Elections option.
If 'No' option is selected, the onboarding process will skip this benefits activity.
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Below screenshot shows benefits activity added in the onboarding process for the New Hire.
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