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10
Core HR Medium business impact

Benefits

Packages, allocations & claims

the problem

Employees are unclear what benefits they're entitled to and how to claim them, while HR struggles to track utilisation and cost.

the solution

Defined benefit items bundled into packages, allocated to employees with effective/expiry dates, and processed through a transparent claims workflow.

business impact / growth model

How this module moves the business

impact level

Medium

mechanism

Allocating a package to an employee establishes claim eligibility automatically; claims then move through Pending → Approved/Rejected → Paid with full tracking against entitlement.

metric moved

Retention rate and benefits cost ratio

workflow / step-by-step

How Benefits works

01
Benefit items
Define individual benefits — Medical Insurance, Meal Allowance, Transport, Gym — with type, monetary value/coverage limit, and frequency.
02
Benefit packages
Bundle multiple items into a named package, e.g. "Executive Package", "Standard Package".
03
Employee allocations
Assign a benefit package to an employee with effective and expiry dates; the employee can then view/claim allocated benefits.
04
Benefit claims
Employee submits a claim; HR reviews. Workflow: Pending → Approved/Rejected → Paid, tracking claim amount vs entitlement.
05
Usage reports
Benefit utilisation per item, package, or department, plus pending vs approved claims summary.
06
Dashboard
KPI cards — total items, active packages, allocations, pending claims.

sub-modules in this workflow

Benefit items Benefit packages Employee allocations Benefit claims Usage reports Benefit dashboard

cross-module integration

Connected modules

02
People Management
Centralised employee directory & profiles
19
Self Service Portal
Employee self-service for everything
18
Expense Management
Claims from submission to payment
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