HR Benefits Requests

Template

HR Benefits Requests Template was designed to eliminate paper forms, and allowing the submitter to track their own request. It´ll improve HR processes and will avoid bottlenecks during the workflow.

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Template structure

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

Form

 

  • 1. Name

  • 2. Date of birth

  • 3. Gender

    • Male
    • Female
  • 4. Phone number

  • 5. Email address

  • 6. Address

  • 7. Request

  • 8. Type of benefit

  • 9. In case of reimbursement of any kind, please attach the invoice or receipt.

Requests

 

  • 1. Checklist

    • Check employee's information
    • Review documents
    • Review invoices/receipts
  • 2. Urgency level

  • 3. Due date

Approval

 

  • 1. Approver

  • 2. Budget limit

  • 3. Request approval status

    • Approved
    • Not Approved

Solving

 

  • 1. Attach benefit documents.

  • 2. Checklist

    • Send employee the documents.
    • Send employee the contract.
    • Comply with the budget.
  • 3. An email template will be automatically sent to the requester.

Signature

 

  • 1. Contract

    • Signed contract received.

Done

 

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