You can edit the information for each of your employees, as well as making bulk changes to their status and other options
To edit and check details, click on the employee row and the platform will send you to the employee’s details page.
Process temporary leave
Temporary leave is available for employees with the following status: enabled, invited and unverified. This option is created for temporary leave due to extended illness or paternity/maternity leave.
When an employee returns from leave, you will be able to cancel the temporary leave again from the same menu.
💡 Remember!
Employees with this status have restricted use of Cobee. You can check these restrictions
here.
Process permanent leave
The permanent leave option is available for employees with the following status: enabled, invited and unverified.
This option is created for when an employee permanently leaves the company. Once this option has been selected, the platform will provide you with certain information:
- Ongoing use: this is the use that the employee has made when leaving the company
- Pending payments
- You may download the ongoing use information to take it into account when processing their severance pay
Finally, if the employee has a rolled over balance when they leave, the platform will show two options:
- Returning this balance to the company’s account, with said amount being taken into account for the employee’s severance pay.
- Retaining the funds on the employee’s card and, once the amount has been used, the card being disabled.
Once you have decided which option you wish to apply for, you should tick the box that confirms that the employee is leaving the company, and click on Process permanent leave.
Restore
Restore is an option available for employees with a permanent leave status. Via this option, employees are re-registered and activated in their group of employees and will be able to enjoy all the advantages of their benefits plan. The employees will return to their previous status, which may be:
- Invited: invited and pending registration with Cobee.
- Unverified: registered at Cobee, but where their email is yet to be verified. They may now use the benefits in their plan.
- Enabled: validated and with an active card
Undo temporary leave
With this option, the employees return to their previous status and can make unrestricted use of their benefits plan. The status they may return to may be:
- Invited: invited and pending registration with Cobee.
- Unverified: registered at Cobee, but where their email is yet to be verified. They may now use the benefits in their plan.
- Enabled: validated and with an active card
Bulk actions
You may apply the following bulk actions to a selection of employees:
- Change status
- Change tax region
- Bulk editing of employees
Change status: To change the status of a number of your employees at the same time, click on the checkbox for each employee that you wish to change, click on the Change status button and select the action you want to apply to them.
⚠️ Important!
To change the status of various employees at the same time, all employees must have the
same status. Otherwise, this button will not be available.
Change tax region: To change the tax region of a number of your employees at the same time, click on the checkbox for each employee that you wish to change, click on the Tax region button and select the new tax region.
Bulk editing of employees: To bulk edit employees, click on the checkbox for each employee and click on the Bulk edit button. The platform will start the download of a template with the selected employees and will redirect you to the page where a new file with the changed information will be uploaded. The editable information via the file is:
- Name
- Surnames
- Email address
- DNI
- Gross annual salary
- Internal ID
- Cost centre
- Company name
- Date of hiring