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.
Add benefits to an employee's profile
To add benefits, follow these steps:
Accessing the employee's profile
Go to Team View, then 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.
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 company 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 add or remove benefits, follow these steps:
Accessing the employee's profile
Go to Team View, then 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.