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Select the applicable option:
If you are in the process of setting up the Headcount driver tab and the settings window is open, click the Benefits tab.
If you have already set up the Headcount driver tab, click the Headcount settings
button in the header to open the settings window, then click the Benefits tab.
Click the blue plus button
to add a row.Enter a name for the benefit and a description, if required.
Set up the benefit calculation:
To use a fixed amount per annum, select Fixed amount p/a as the Calc method and enter that amount in the Calculation box.
To use a percentage of the employee’s remuneration, select % Remuneration as the Calc method and enter that percentage value in the Calculation box, then enter floor (minimum) and cap (maximum) values, if required.
Select the applicable General Ledger account code, for example Employee Benefits. If you do not see the code in the list, you need to add it, see Manage Headcount driver account codes (you can do this now and return to the Benefit tab afterwards).
Select the FTE check box checkbox, if this benefit applies to fulltime full-time employees only.
Repeat the above steps 2-7 to add more benefits, if required.
Proceed to add a benefit plan (see below).
| Info |
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*The FTE checkbox is used to |
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prorate the benefit for non-FTE employees. |
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For example, if an employee |
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works part-time and |
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is 0. |
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5FTE in the |
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headcount |
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worksheet, |
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only 0.5 of the benefit |
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is applied. This |
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setting only applies to fixed amount benefits ( |
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because the percentage of remuneration benefits already |
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factors this in, as the remuneration is at a part-time rate |
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Repeat the above steps 2-7 to add more benefits, if required.
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). |
Add a benefit plan
In the settings window, then click the Benefit Plan tab.
Click the blue plus button
to add a plan, then enter a name for the plan.Repeat the above step to add more plans.
Proceed to allocate benefits to the plans.
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