Adding Benefit for Employee

In order to ensure that employees receive the appropriate benefits, you must first add the benefit to the Benefits section within the main menu. To add a benefit for an employee, the benefit must first be added to the list inside Benefits item in the main menu. Each benefit should include specified details, including price, taxes, company coverage amount, and start date. More info about adding benefit to the system can be found in the section Employees.

Once you have verified that the benefit is listed with the necessary details (name, price, taxes, company coverage amount, and date from), you can proceed to assign the benefit to an employee:

1. Select Employees from the main menu.
2. Click on the Edit button for the selected employee.
3. Navigate to the Benefits tab on the Employees menu.
4. Click on Add benefit.
5. Select the benefit from the list.
6. Provide the Date from which the benefit will be valid.
7. Provide the Date to if relevant.

To edit a benefit, simply click the pencil icon next to each benefit listed for the employee.

By following these steps, you ensure that employees are correctly enrolled in the benefits programs your organization offers, with all necessary details recorded and tracked.

Removing a benefit

If a benefit needs to be removed from an employee’s profile, the process is straightforward. To remove a benefit from an employee, please follow these steps:

1. Select Employees from the main menu.
2. Click on the Edit button for the selected employee.
3. Navigate to the Benefits tab on the Employees menu.
4. Locate the specific benefit you wish to finish/remove.
5. Select the Date To to specify the date until which the benefit will be valid.
6. Confirm the action to ensure the benefit is appropriately updated in the system.

This procedure keeps employee benefit records accurate and ensures all changes are properly updated in the system.