Employee Benefit Application

Overview

Below is a business-focused explanation of the Employee Benefit Application, written for practical use in Dafater.

Employee Benefit Application – Business Overview

What the Employee Benefit Application Is Used For

The Employee Benefit Application is used to formally request and manage employee benefits within Dafater. It allows employees or HR teams to apply for specific benefits—such as allowances, reimbursements, or other company-approved benefits—in a structured and auditable way.

This document ensures that benefit requests are clearly recorded, reviewed, approved, and eventually reflected in payroll or compensation outcomes, following company policy.

Prerequisites and Setup Requirements

Before using the Employee Benefit Application, the following should be in place:

Employees must be properly registered in Dafater with active employment records
Benefit types and benefit policies must be defined by the organization
Eligibility rules (such as role-based, grade-based, or tenure-based benefits) should be clearly established
Approval roles and responsibility (e.g., manager, HR, finance) should be agreed internally

These prerequisites ensure that applications are consistent with company rules and can be processed smoothly.

Typical Workflow and Business Process Fit

The Employee Benefit Application typically follows this workflow:

Application Submission
An employee or HR representative submits an Employee Benefit Application for a specific benefit and period.
Review and Verification
The request is reviewed to confirm eligibility, accuracy, and compliance with company policy.
Approval or Rejection
Authorized personnel approve or reject the application based on business rules and budget considerations.
Payroll or Benefit Processing
Once approved, the benefit is included in payroll calculations or benefit disbursement processes.
Record Keeping
The approved application remains as an official record for audits, reporting, and employee history.

This document acts as a bridge between employee requests and payroll or compensation processing.

Key Business Scenarios Where It Is Essential

The Employee Benefit Application is especially important in situations such as:

Employees applying for recurring allowances (e.g., transport, housing, communication)
One-time benefit requests such as reimbursements or special grants
Managing benefits tied to promotions, transfers, or role changes
Ensuring transparency and consistency in benefit allocation
Supporting audits and internal reviews of employee compensation

In these scenarios, the document provides control, clarity, and traceability.

Important Considerations for Users

When working with the Employee Benefit Application, users should keep the following in mind:

Applications should be submitted accurately and only for eligible benefits
Supporting information should be complete to avoid delays
Approval decisions should align with company policy and budget limits
Approved applications directly impact payroll and employee cost reporting
Regular review of applications helps maintain fairness and compliance

Used correctly, the Employee Benefit Application helps Dafater ensure that employee benefits are managed professionally, consistently, and in line with business objectives.

Basic Information

Module: Payroll
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
employee	Employee	Link	✓	Employee	Employee applying for benefits within Dafater.
employee_name	Employee Name	Data		-	Full name of the employee for reference.
department	Department	Link		Department	Department associated with the employee in Dafater.
date	Date	Date	✓	-	Application submission date.
payroll_period	Payroll Period	Link	✓	Payroll Period	Payroll period applicable for benefit calculation.
company	Company	Link	✓	Company	Company under which the benefit application is filed.
amended_from	Amended From	Link		Employee Benefit Application	Original application reference if this record is amended.
currency	Currency	Link	✓	Currency	Currency used for all benefit amounts.
max_benefits	Max Benefits (Yearly)	Currency		currency	Maximum yearly benefit amount allowed.
remaining_benefit	Remaining Benefits (Yearly)	Currency		currency	Remaining yearly benefit balance available.
employee_benefits	Employee Benefits	Table	✓	Employee Benefit Application Detail	Detailed list of benefits requested by the employee.
total_amount	Total Amount	Currency		currency	Total benefit amount requested.
proratadispensed_amount	Dispensed Amount (Pro-rated)	Currency		currency	Pro-rated benefit amount approved for dispensing.

Child Tables

Employee Benefits (Employee Benefit Application Detail)

Field Name	Label	Type	Required	Options	Description
earning_component	Earning Component	Link	✓	Salary Component	Salary component credited through Dafater benefit payout
payagainstbenefit_claim	Pay Against Benefit Claim	Check		-	Enable payment adjustment against approved Dafater benefit claims
maxbenefitamount	Max Benefit Amount	Currency		currency	Maximum allowable benefit amount as per Dafater policy
amount	Amount	Currency	✓	currency	Actual benefit amount payable to employee via Dafater

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
Employee	✓	✓	✓	✓
HR Manager	✓	✓	✓	✓	✓	✓
System Manager	✓	✓	✓	✓	✓	✓
HR User	✓	✓	✓	✓	✓	✓

DocType	Relationship	Module
Company	Links to	Setup
Currency	Links to	Geo
Department	Links to	Setup
Employee	Links to	Setup
Employee Benefit Application	Links to	Payroll
Payroll Period	Links to	Payroll

Employee Benefit Application

Overview