Employee Benefits

Benefits let you record the perks your company offers, such as meal allowances, health insurance, or transport stipends, and track which employees receive them. You define the benefits once in your configuration, then assign them to individual people from their profile.

This article covers where the benefits catalog lives and how to assign a benefit to an employee. Managing the catalog is aimed at admins and HR.

Set up the benefits catalog

The catalog is the list of benefits your company offers. Set it up before you start assigning benefits so the right options are ready.

1. Open Configurations.
2. Go to Benefits.
3. Add the benefits your company provides.

Once a benefit exists in the catalog, it is available to assign on any employee profile.

Assign a benefit to an employee

Each employee profile has a Benefits tab that lists the benefits assigned to that person.

1. Open the employee’s profile from the Team module.
2. Select the Benefits tab.
3. Click Add benefit.
4. Fill in the benefit details and save.

Assigned benefits appear in a table with the following columns:

Column	What it shows
Title	The benefit being assigned.
Recurrence	How often it applies.
Amount	The value of the benefit.
Start Date	When the benefit begins.
End Date	When the benefit ends, if it is time-limited.

Note: When no benefits are assigned yet, the tab shows “No data found.” Click Add benefit to record the first one.

Related articles

• Employee Profiles
• Asset Management
• Custom Fields
• Adding Employees