Adding accruable benefits to an employee record

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You can activate accruable benefits for individual employee using the Accruable Benefits tab of the Employees screen. The information in the grid defaults to any values set up in the Setup > Accruable Benefits screen.

To add and/or modify benefits for an employee, follow these steps.

  1. Choose Setup > Employees and click the Accruable Benefits tab.
  2. In the accruable benefits grid, mark the Active checkboxes for the accruable benefits that apply to this employee. The grid is populated using information added in the Setup > Accruable Benefits screen for the client.

    Note: You can find an explanation of each item in the grid in the Employees > Accruable Benefits tab article.

    Note: If the accruable benefit is set up to use a graduated table, you can modify only the Beginning Balance and Adjustment fields for that accruable benefit here at the employee level.

  3. Click the Ellipsis Ellipsis button button to open the Employee Accruable Benefit Item Settings dialog, where you can set up additional options for the accruable benefit item.
  4. To view the employee's accruable balance amounts, click the View Balances button to open the Accruable Benefit Balances dialog.

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