You can assign benefits to an employee using either a business-level preset or by creating a new benefit directly in the employee profile.
1. Go to the employee’s Benefits tab
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Open the employee profile
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Click the Benefits tab
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Click + Create to start setup
2. Choose a creation method
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Select Use existing benefit to apply a preset
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Or select New benefit to create a one-off employee-specific benefit
3. Complete the required fields
|
Field |
Description |
|
Business benefit |
Visible only when using a preset |
|
Type |
Auto-filled from preset or chosen manually |
|
Title |
Used for display and pay stub clarity |
|
Contribution |
Enter a dollar amount ($) or percentage (%) |
|
Annual maximum |
Optional cap for the year |
|
Frequency |
Options: Per payroll, Per month, Non-recurring |
|
Effective from/to |
Controls when the benefit starts and ends |
Use presets when the same benefit applies to multiple employees. Use new benefit for unique or temporary cases.
Disclaimer: This article is not intended to provide tax, legal, benefits, financial, or HR advice. Since laws and regulations are subject to change and may differ by location, please consult a legal or HR professional for personalized guidance.