Base HRM - Benefits: How to create a Benefits policy in

Đã sửa đổi vào: Mon, 26 Tháng 5, 2025 lúc 7:16 SA

Purpose:

+ List the company's current benefits and assign the corresponding policies to employees.

+ Benefit data will be automatically used to recalculate Base Payroll.

To create a Benefit policy,   select the Base HRM icon in the application list, or go to https://hrm.base.vn/. 

Settings >> Select "Benefits" in the Policy section

Method 1 : Create manually

Step 1: Create new => Create benefits

Step 2: Fill in the benefit information >> Save

+ Benefit type: Select 1 of the previously installed benefit types.

+ Recurrence: How often is this benefit calculated (by pay period, by month, by week, by year, by event).

+ Calculate direct income or not?

+ Benefit type: monetary unit or word description

+ Value: the amount paid for this benefit

+ Allows managers to create benefits for the employees they manage.

Method 2 :  Create new Benefits using Excel file

Step 1: Create new => Enter benefits (excel)

Step 2: Select "Download" to download the sample excel file.
Fill in detailed benefit information in the file
+ Columns with * are required.

+ Data must be in Text/General format

+ Benefit type: Must fill in the correct name of 1 of the existing Benefit Types

+ Recurrence : payroll || weekly || monthly || yearly || event

+ Counted as direct income: 1 - Counted as direct income || 0 - Not counted as income

+ Currency unit format :  1 - Currency unit format || 0 - Interpretation in words

Step 3: Re-enter the filled file into the system.

Tick " Overwrite existing data " if you want to import files to edit existing benefit policies.

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