🔍 What is it?
The Benefits module allows you to record and manage company benefits for individual employees. These can include, for example, a Multisport card, meal vouchers, transportation allowances, or other employee benefits.
📋 Benefits overview
Each benefit has its own name and can be assigned the amount of the employer's contribution, the employee's contribution and a note or clarification.
You can filter and sort employees based on the Benefits they receive
The overview can also serve as a basis for payroll or accounting purposes.
➕ Adding an employee benefit
You can assign a benefit to an employee in their details — select the benefit type, enter the amounts, and add an optional note. The benefit will immediately appear in the employee's overview.
🔄 Removing or editing a benefit
The benefit can be withdrawn at any time - enter the withdrawal date and reason (optional)
Contribution amounts or notes can be edited
Change history is kept for retrospective review
👁️ Access rights
The administrator has full access to add, edit and delete benefits
Team leader can have access to an overview of their team's benefits (depending on Settings)
An employee can see their own Benefits, but cannot edit them.
💡 Tips
Use notes, e.g. to note the periodicity or conditions of drawing
During onboarding, you can set pre-selected Benefits according to a template
Benefits can be combined with Checklists or input questionnaires for automation