Assigning Benefits to an Employee

A benefit is a specific, non-wage compensation item provided to an employee. When you create a benefit, you associate it with a benefit type, carrier, and coverage. You also specify the monthly employer and employee costs for the benefit so that you can track these figures for your company. After you have defined the benefits that employees in your organization can have, you assign them to employees.

To assign a benefit to an employee:

  1. Go to Lists > Employees > Employees.

  2. Click Edit beside the employee you want to assign a benefit to.

  3. Click the Benefits tab.

  4. Select a benefit from the Benefit dropdown list.

  5. Select a type of coverage from the Coverage dropdown list. The items here are the ones associated with the selected benefit.

  6. When you select a coverage, the Monthly Employer Cost and Monthly Employee Cost fields are automatically populated with the values from the selected coverage. To override those values, click one or both of the fields and enter new values. When you change those fields, the Monthly Total Cost field is updated automatically.

  7. Click Add.

  8. Click Save.

Related Topics

Creating Benefit Carriers
Creating Benefit Types
Creating Benefits
Benefits Tracking
Configuring Benefits Tracking

General Notices