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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