How To Manage Benefits

Benefits are more than just perks - they're important components of your compensation package that help attract and retain great talent. Setting them up correctly ensures your team gets what they deserve!

What are Benefits?

Benefits are additional forms of compensation beyond basic salary. They can include health insurance, retirement plans, paid time off, and other valuable offerings that enhance your employees' total compensation package.

Step-by-Step Process to Create Benefits

  1. Navigate to Payroll > Benefits on the main menu

  2. Select Create Benefit

  3. Enter all required benefit details

  4. Click Save

How to Add or Remove benefits from an Employee

Once you've set up your benefits, assigning them to the right employees is the next crucial step. Here's how to make sure everyone gets exactly what they should.

Step-by-Step Process to Assign or Remove Benefits

  1. Go to Payroll > Benefits on the main menu

  2. Select the specific benefit you want to work with

  3. Click Add/Remove Employee

  4. Click on employee names to select or deselect them

  5. Alternatively, use Select All to choose everyone

  6. Click Select at the bottom right to confirm your changes