Employee Benefit Requests

Template

With Pipefy’s Employee Benefits Requests Template you can manage your employee’s requests and figure out their needs and the best way to implement resolutions for them, send emails automatically informing the process’ status and save time focusing on other tasks.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start Form

  1. Employee name
  2. Employee email
  3. Company department
  4. Requested benefits
    • Health insurance
    • Dental insurance
    • Flexible spending account
    • Retirement savings plan
    • Paid vacation time
    • Additional paid time off
    • Working material
  5. Description

Inbox

  1. Request process assignee
  2. Admission date
  3. Eligibility
    • Eligible. If so, move the card to the next phase.
    • Ineligible. If so fill in the field below
  4. Ineligibility description

Planning

  1. Requirements
  2. Is any external resource needed?
    • Yes
    • No

Processing

  1. Processing and implementation
    • Check availability
    • Update system
    • Contact service (if needed)
    • Benefit OK
  2. Benefits start date

Done

Rejected

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