Create a Benefit

You can create a benefit through the Create Benefit Package menu.

To create a benefit package:

  1. On the Benefit Packages screen, click Create Benefit Package.
  2. Enter the Benefit Package Name and select the Benefit Category from the list.
  3. Enter the Benefit Merge Code
    The code should be a unique word or short phrase that will be entered without spaces. For example, New Hire Bonus will be entered as new_hire_bonus.
  4. Enter the Benefit Letter text. This text will display in the letter to the new employee.
  5. Select Yes or No for the Benefit Override.
    If Yes is selected, the Hiring Manager can override the benefit value with a new value. If No is selected then the benefit must be offered as it was created.
  6. Enter the Benefit Value.
  7. Select the Date Available.
    For the available date, selecting Immediately means the benefit will be available from the start of employment. To choose a specific number of days from the hire date, click the second radio button, and then select the Number and Increment. To roll the available date to the following month, select the check box and select the Number and Day from the lists provided. Alternatively, you can choose a specific date by selecting the date from the Calendar icon.