How to set up a benefit for employees (preset or one-off)

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

Open the employee profile
Click the Benefits tab
Click + Create to start setup

2. Choose a creation method

Select Use existing benefit to apply a preset
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.