Once the payroll information is set up, the next step is to enroll the employee in benefits. This can be done either during the benefit setup in the payroll module or individually from the employee's Finance section. Here’s a detailed guide on how to enroll employees for benefits:
1. Navigate to the Employee's Finance Tab
From the employee’s profile page, click on the Finances tab. Here you will see options to manage Benefits, Deductions, and Payment Information.
- Under the Benefits section, if no benefits are enrolled yet, you will see an option to Enroll Benefit. Click on it to start the process.
2. Selecting a Pre-Created Benefit
Upon clicking Enroll Benefit, you will be presented with a dropdown list of available benefits. These benefits must be pre-created in the Payroll module under the benefits section for them to appear here.
- Select the desired benefit from the dropdown menu. In the example provided, Medical Benefit is selected.
3. Editing Benefit Details
Once a benefit is selected, the following details will appear, which can be customized for the employee:
- Benefit Type: Shows the type of benefit.
- Description: A brief description of the benefit.
- Period: Defines how frequently the contribution will be made (e.g., Monthly, Quarterly).
- Start Date and End Date: Set the duration for which the benefit will be active.
- Employee Contribution and Employer Contribution: Enter the respective contribution amounts from the employee and employer.
You can modify these details if needed for the specific employee.
4. Enrolling in Multiple Benefits
If the employee is eligible for multiple benefits, you can repeat the process to add additional benefits. Each time a benefit is added, it will appear under the appropriate category, such as Health Benefits or Finance Benefits.
5. Managing Enrolled Benefits
Once a benefit is added, it will be visible as a Benefit Card in the Benefits section. You can expand the category by clicking the arrow next to it to view all the benefits in that category.
For each benefit, there are three dots in the Actions column:
- Edit Benefit: Allows you to modify the benefit details such as contribution amounts or effective dates.
- Remove Benefit: This option will remove the benefit from the employee’s profile.
By following these steps, you can ensure that the employee is correctly enrolled in the benefits they are entitled to, with the flexibility to adjust the contributions or other details as necessary.