Brazil

The following chapters provide information on setting up of commonly used benefits available for employees.

These are sample settings available for your reference.

14.1.1 Transportation Allowance

This benefit is used by employees with low salaries but high transportation costs. All employees are eligible for it unless they use their own car. If an employee opts for this benefit, the company can discount up to 6% of the monthly salary.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Create the contribution rule

Sample rule: Create a contribution rule with a calculation to determine the monthly salary multiplied with the respective factor for ex. 6%.

2. Set-up the benefit Sample benefit set-up

14.1.2 Child Care

This benefit is mainly used by employees who claim a certain amount for childcare assistance on a monthly basis.

If the company has a dedicated space for childcare, the employee may benefit from this extra place.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Create the eligibility rule Sample rule

2. Set-up the benefit Sample benefit set-up

14.1.3 Meal Allowance

Depending on the employee's meal voucher option, the company deposits a certain amount on the meal card every month, and based on this, the employee can see a discount in his pay slip. This meal card can also be used in restaurants.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Create the picklist for location and the Voucher Type. Here are the sample values:

○ Sao Paolo R$ 44000 with no discount in payroll

○ Sao Paolo R$ 70400 with a discount of R$ 10560

○ Sao Paolo R$ 81400 with a discount of R$ 12210

○ Sao Paolo R$ 99000 with a discount of R$ 14850 2. Create two custom objects

○ cust_MealVoucherEnroll with reference to the picklist

○ cust_lookupmealvoucher with different lookups indicating the voucher code 3. Create an association between Benefit Enrollments and cust_MealVoucherEnroll

4. Create a rule calc_MealVoucherBR referring to the two objects cust_MealVoucherEnroll and cust_lookupmealvoucher.

5. Set-up the Benefit Sample benefit set-up

14.1.4 Food Allowance

Every month, the company deposits a certain amount on food vouchers which can only be used in supermarkets.

The amounts may vary from region and city.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Create the eligibility rule.

Sample rule

2. Set-up the benefit Sample benefit set-up

14.1.5 Medical Bill

Medical bills will be reimbursed on demand within a certain entitlement amount, usually once a month in the regular payroll. This benefit is covered by the Medical Plan.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Set up the Medical Insurance Plan [page 144]benefit.

2. Create a custom field MedClaim Amount on the BenefitEnrollment object. This field is filled once the employee enrolls into the Insurance benefit.

3. Create a rule and assign it to Validate rule in BenefitEnrollment object.

Sample Rule: setMediClaimAmt

4. Create another eligibility rule and assign it to the Eligibility Rule field on the Benefit.

Sample Rule: MedicalBill_BR

5. Set up the medical bill benefit.

Sample set up of benefit:

14.1.6 Child Birth Gift

Employees can avail child birth gift when a child is born.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Select the trigger event Child Birth 2. Set-up the Benefit

Sample benefit set-up

14.1.7 Birthday Gift

Employees are offered a birthday gift by their employer.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Go to the Provisioning and in Manage Scheduled Job create a Benefits Birthday Job.

2. Set-up the Benefit Sample benefit set-up

14.1.8 Saving Fund

This benefit is given by some companies to their employees to encourage them to save money. The total amount to be deposited on the employee’s account is composed by the employee’s withholding and a company

contribution.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Create pay components (ER_PENSION_BRA; EE_PENSION_BRA - percentage based pay component) 2. Create the Benefit Pension Statutory Lookup

3. Set-up benefit Sample benefit set-up

14.1.9 Medical Plan

Employees are offered a health plan that includes hospitalization, exams and medical care. Health Plans are usually expensive and the company negotiates a better price the entire group. The company can offer different plan levels.

Configuration Steps

The following steps are needed to be completed to enable the creation of this benefit:

1. Create pay components before setting up the Insurance Plan (Pay component for the employee and employer premium).

2. Create the Insurance Provider, Insurance Type picklist, and Enrollee Option.

3. Create the Benefit of type Insurance and assign an insurance plan with the respective Coverage Options and the rate chart with the different levels.

Sample Benefit with type Insurance

Sample Insurance Plan

Sample Coverage options

Click on Details

Sample Rate Chart

Click on Details

14.1.10 Dental Plan

Employees are offered a dental plan. This plan covers or shares the expenses associated with dental care. It covers expenses for preventive and diagnostic services, restorative, oral surgery, periodontics, endodontics,

prosthodontics, Orthodontic, prosthetic maintenance and emergency dental care.

Note

This benefit is covered with flexible benefits and will be handled in future release.

14.1.11 Life Insurance

Employees can avail a renewable life insurance contract that specifies the beginning and ending dates for coverage and has no cash value at termination.

It provides financial protection to an employee’s dependents against the employee’s loss of life due to any cause (natural, accidental, or otherwise) to the extent of the sum assured and opted for by the company

Note

This benefit is covered with flexible benefits and will be handled in future release.