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.

To reach the "Additional Benefits" screen from the menu, expand Employee, expand Benefits, then click Additional Benefits.

Additional_Benefits_-_01.png

If you are viewing the employee profile, you can hover over Benefits and click Additional Benefits.

Additional_Benefits_-_02.png

When you arrive at "Additional Benefits," you can see any previously created benefits.

Additional_Benefits_-_00.png

The Actions drop-down menu will allow you to:

  • Create Other Benefit Record
  • Delete Selected Record(s)

Additional_Benefits_-_Actions_-_00.png

Create Additional Benefit Record

  • To add one or multiple additional benefits to the employees record, open the Actions drop-down menu and click Create Other Benefit Record.

    Additional_Benefits_-_Actions_-_01.png

  • Enter the following information for the benefit record:
    1. Select the package year.
    2. Select the category.
    3. Enter a benefit name.
    4. Enter a value for the benefit.

    Additional_Benefits_-_04.png

  • Click Add Benefit when done.

What Employees See

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

Total_Benefits_Statements_-_00.png

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