Base HRM - Benefits: How to assign Benefits policy in

Đã sửa đổi vào: Mon, 26 Tháng 5, 2025 lúc 7:18 SA

Once you have your Benefit Policies (HD created here ), you can assign these benefits to your employees. 

To assign a Benefit policy,  select the Base HRM icon in the application list and follow the below instructions:

Method 1:  Manually assign to each employee/personnel group:

Step 1: Benefits =>  Add participants/Add multiple participants

+ Add participants: Add for 1 staff

+ Add multiple participants: Can tag to add multiple personnel at the same time

 Step 2: Fill in the Applicable Date , select Benefits and Save to record benefits for employees.

Method 2:  Assign benefits in bulk using an excel file.

Step 1: Enter the welfare participants

Step 2: Select " Download " to download the sample excel file >> Fill in the information in the sample file

+ Required columns * must be filled in

+  Employee ID : Fill in the employee code

+  Benefits : Fill in the exact name of the benefits policy on the system.

+ Join date : dd/mm/yyy, data format Text/General

Step 3: Import the filled file into the system 

*Note:

• One employee can be applied multiple welfare policies.

• One benefit policy can be assigned to multiple employees.

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