How to Add a Benefit

How to Add a Benefit

Click Employees.

Click on the employees' name.

Click on Benefits.

Click New Employee Benefit in blue.



Click the drop down arrow on 'Benefit' and select the benefit type.



Select when the benefit is to occur.



Enter in the fixed amount, or level of the benefit, and click the blue Save. These levels are preset in company set up. If you need them changed asked your payroll specialist to update it company-wide for you.


    • Related Articles

    • How to Add a New Deduction

      1.) Click New Employee Deduction    2.) Select the deduction type 3.) Select how often it occurs 4.) Select the type ID (fixed?) 5.) Enter in the amount   6.) Enter in all 9’s in the Maximum Annual 7.) If there is no limit, do all 9’s again for ...
    • How to Change a Benefit

      Click Employees. Click on the employees' name. Click Benefits. If you would like to do a one-time adjustment, click Inline Edit. You would then enter in the one-time adjustment amount and click Save. For example, if the benefit amount is $100 and you ...
    • How to Add an Employee Into Pay Grid When Rehired

      Click Payroll, then go to Enter Payroll. Click the green plus symbol 'Add EE'. Select the by clicking the drop down arrow. Select the Pay Type with the drop down arrow. Click 'Add'. You will receive the below message. Click 'Ok'.
    • How to Add Direct Deposit

      1.) Click Employees 2.) Click on the employee in blue 3.) Click Direct Deposit 4.) Click New Direct Deposit in blue 5.) Order would be 1 if only 1 direct deposit 6.) Select Direct Deposit type (Net Pay, Percent of Pay, or Dollar Amount 7.) Enter the ...
    • How to Create Recurring Entries

      In Enter Payroll click 'Saved Defaults'. Here you can: -          Add a row (click the green plus symbol) -          Delete a row (red negative symbol) -          Set a pay type (click the pencil)      -          Add in hours or remove hours in ...