\uD83D\uDCD8 Instructions
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If you do not add benefit information when adding the driver, you can do so afterwards.
Add a benefit
Click the Heads settings button in the header.
In the Benefit tab, click the Add button.
Enter a name for the benefit and a description, if required.
Select the calculation method (either a fixed amount per annum or a percentage of the remuneration, then enter the calculation value, for example a fixed amount of 250.
Enter a floor and cap value, if required. [need more here?]
Select the applicable GL Code, for example 104889 – Employee Benefits.
Select the FTE check box, if this benefit applies to fulltime employees.
Repeat the above steps to add more benefits, then proceed to allocate the benefits to a benefit plan.
Add a benefit plan
Ensure the benefits have been added.
Click the Heads settings button in the header, then click the Benefit Plan tab.
Click the Add button.
Enter a name for the benefit plan.
Allocate benefits to the benefit plan.
Allocate a benefit to a benefit plan
Ensure the benefits and benefit plan have been added.
In the Benefit Plan tab, drag a benefit from the left and drop it in the applicable benefit plan box on the right.
TIP: Click the Select all if all benefits apply to the plan, them drag and drop the selection into the applicable benefit plan box on the right.
Repeat the above step to allocate more benefits to a plan.
Click Save and close.
Select a benefit plan
Select the employee’s benefit plan (if applicable): Click the employee’s
Benefit Plan column and select the applicable benefit plan. See Manage benefits to learn how to add benefit plans and benefits.
Note: The system automatically calculates the employee’s benefit value, along with how much it will cost over the budget period (taking the termination date into account) and displays these values in the Benefit and Budget Period Cost columns respectively.
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