You can now add benefits for your employees. The available benefits options include various types of plans and savings options.
Here’s a list of the benefits you can add or update:
Retirement Plans |
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Health & Medical Benefits |
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Savings & Spending Accounts |
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To add or manage benefits, go to their Profile › Benefits tab › + New Benefit.
📌 The benefits panel on the Benefits tab is provided by our payroll partner, so some labels may differ slightly from the ones described here.
Add benefits to an employee's profile
To add benefits, follow these steps:
Accessing the employee's profile
Go to Team View, then Team Management › Team.
Find the employee you want to assign a job to, then select their name to open their profile.
Go to the Benefits tab.
(Optional) Update the Workers Comp Code (3 or 4 digits).
Select + New Benefit.
Adding a benefit
Description: Benefit description or name
Benefit type: Select a benefit type
Effective start and end date: Enter the benefit's effective start and end dates
Period: Select the period over which a period amount is distributed. Can be 'monthly' or null
Company contribution percent: Enter the decimal percentage of gross pay for company to contribute per payroll from 0 to 100
Company contribution amount: Enter the amount for company to contribute per payroll
Employee contribution percent: Enter the decimal percentage of gross pay for the employee to contribute per payroll from 0 to 100
Employee contribution amount: Enter the amount for employee to contribute per payroll
Select Save.
Edit or remove employee benefits in an employee's profile
To edit or remove benefits, follow these steps:
Accessing the employee's profile
Go to Team View, then Team Management › Team.
Find the employee you want to assign a job to, then select their name to open their profile.
Go to the Benefits tab.
Editing or removing a benefit
Select Edit or Remove.