Additional Benefits

It is common for a client to offer specific benefits to one or two individuals in a company. It may be difficult to build these benefits in the standard benefit structure offered because of participation or premiums may vary per participant. Clients have the ability to add additional benefits to any individual in the system. Commonly used for 401k matching, tuition, alimony, child support, reimbursement, or allowance.

Navigating to Additional Benefits

From the menu, expand Employee, expand Benefits, then click Additional Benefits.

CHR_-_Employee_-_Benefits_-_Menu_-_04.png

If you are already viewing an employee's profile, it can be found by hovering over Benefits and clicking Additional Benefits.

CHR_-_Employee_-_Benefits_-_Drop-down_Menu_-_04.png

CHR_-_Employee_-_Benefits_-_Additional_-_00.png

The Actions drop-down menu will allow you to:

CHR_-_Employee_-_Benefits_-_Additional_-_Actions_-_00.png

Filtering Additional Benefits List

Click the CHR_-_Filter_Icon.png filter icon on the right-hand side and select the benefit package year to filter the list of Additional Benefits.

CHR_-_Employee_-_Benefits_-_Additional_-_Filter_-_00.png

Create Additional Benefit Record

  • Click Create Other Benefit Record from the Actions drop-down menu.

    CHR_-_Employee_-_Benefits_-_Additional_-_Actions_-_01.png

  • Enter the following information for the benefit record:

    CHR_-_Employee_-_Benefits_-_Additional_-_Add_-_01.png

    1. Select the package year.
    2. Select the category of benefit.
    3. Enter a benefit name.
    4. Enter a value for the benefit (Only numbers allowed).
  • Click Add Benefit when finished.

Editing an Additional Benefit

  • Click the name of the additional benefit.

    CHR_-_Employee_-_Benefits_-_Additional_-_Edit_-_00.png

  • Edit the additional benefit as needed. Click Save Benefit when finished.

    CHR_-_Employee_-_Benefits_-_Additional_-_Edit_-_01.png

Deleting an Additional Benefit

  • Select the existing record with the checkbox(es) to the far right of the record to delete.

    CHR_-_Employee_-_Benefits_-_Additional_-_Delete_-_00.png

  • Use the Actions drop-down menu and click Delete Selected Record(s).

    CHR_-_Employee_-_Benefits_-_Additional_-_Actions_-_02.png

  • You will see a modal like below to confirm the deletion of the selected record(s). Click Yes to confirm.

    CHR_-_Employee_-_Benefits_-_Additional_-_Delete_-_03.png

What Employees See

This information will display on the employee's homepage on their Total Benefits Statement PDF.

Total_Benefits_Statements_-_00.png

Was this article helpful?
0 out of 0 found this helpful