Benefits Overview (Manage)
Use Benefits to define the benefit type, frequency, and amount of an individual employee’s paid benefits.
Upload Benefits
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In Manage, select Configuration.
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Select Benefits.
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Select Upload Benefits.
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Select Download CSV Template.
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Modify the template.
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Select Upload.
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Map the fields as necessary.
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Select Review and Confirm.
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Select Confirm and Save.
Explanation of Fields
|
Field Name |
Description |
Format |
Example |
|---|---|---|---|
|
Employee Code Required |
Code of the employee associated with this benefit |
Characters |
4321 |
|
Benefit Type Required |
The benefit type: code and/or description |
Characters |
anything will do |
|
Segment Code Required |
The Segment Code used for this benefit |
Characters |
1234 |
|
Pay Basis Required |
One of: 'percent' or 'flat' |
Characters |
flat |
|
Amount Required |
The flat amount paid or a percentage as a decimal |
Decimal |
0.15 |
|
Start Date Required |
Benefit Start Date (YYYY-MM-DD) |
Date |
2022-01-01 |
|
End Date |
Benefit End Date (if applicable) (YYYY-MM-DD) |
Date |
2022-10-31 |
Delete Salaries
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In Manage, select Configuration.
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Select Benefits.
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Choose the benefit and select the trash can icon.
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Select OK.
To delete multiple benefits at once, use the select field to select more than one benefit.