How to Plan Employee Benefit Requirements

This article is intended for HR managers and people responsible for employee benefits.

You create the list of benefits in the employee records

As an HR manager, you can create a list of benefits for your employees using the employee card in the Employees record. Here, you can specify which benefits are common to all employees, specific to a particular job position, or tailored for individual employees.

How to set up an employee benefit entitlement plan

1. Open an employee record. 
2. Select the employee for whom you want to create a list and benefit plan
3. Go to the "Activity Plans" tab 
4. Click on the "Create Activity" button
5. In the "Activity Name" field, enter the name of the benefit according to your needs
6. Select whether it is a one-time or recurring benefit with a periodic entitlement
7. Choose whether the benefit applies to a specific selected employee ("for this item only"), to a specific job position, or to all employees
8. Save

• For All Items: The benefit will be common to all employees.
• For a Job Position: The benefit will apply only to that job position. If you want to apply it to another job position, select an employee with that job position and apply the benefit accordingly.
• For This Position Only: The benefit will be specific to the selected employee (e.g., individual life insurance).

If you have already set up benefit plans for all employees or a specific job position, you will see all relevant benefits on the employee card.

Monitoring benefit entitlements

Once benefits are set up, you must record for each employee whether and when each benefit was utilized.

For periodically recurring benefits, the system will automatically notify you of future entitlements once you enter the first drawdown and disable the period.

To start monitoring, you need to schedule the start by setting the initial date when the period monitoring should begin or when the benefit is scheduled.