What's covered in this guide?
Prerequisites
You will need to have benefit types created already to assign them to employees. You can find that help guide here.
Assigning a Benefit
Go to the staff member in which you want to assign a benefit to. On the left side menu, hover Payroll and click "Benefits"
This page will display all benefits that are in effect for an employee. Hit the "Assign Benefit" button and confirm what benefit you want to assign to the employee.
Assigning a benefit requires at least a deduction or contribution. You do not need both even if the underlying benefit type has both. Hit the create button once you've configured how this benefit will behave
You'll then see the benefit show up on the Benefits page for the employee.
Assigning Effective Dates
If the benefit is only going to take place during a window of time, you can assign it effectives dates in the same form.
Note: You can assign multiple of the same benefit if you assign them with future dates. However, there must be no benefits of the same type that overlap dates.
Monetary Caps
Benefits can also have monetary caps that will stop deducting or contributing when the total contributions or deductions for that specific benefit have reached the assigned cap.
Note: You can only set the Total Amount Paid values when you first assign a benefit to an employee.
Editing and Deleting Benefit
To edit or delete an existing benefit for an employee, go to the card and click the three dots and hit "Edit Benefit" or "Delete Benefit".
