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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, for example a fixed amount of $250 to a maximum of :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, if this benefit applies to fulltime employees only. The FTE checkbox is to pro-rate the benefit for non-FTE employees. for example, if an employee worked part-time and was 0.5 FTE in the main headcount page, then only 0.5 of the benefit would be applied. This is only applicable on the fixed amount benefits (as percentage of remuneration benefits already factor this in as the remuneration is at a part-time rate).
Repeat the above steps 2-7 to add more benefits, if required.
Proceed to add a benefit plan (see below).
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