Entity

This field only displays if cost centers are set to Yes or Pending in the current company and if the 'Entity tracking?' checkbox is selected in Enterprise Installation.

Leave this field blank if you want to use the main company entity, or select an entity from the available drop-down list. This screen will then display entity-specific benefits for the employee, even though the employee may currently be 'inactive' for payment from that entity. In this case, a warning message will display.This is the only screen where it is possible to access benefits for an inactive entity. The Benefits data entry screens and the Benefits Management Report only include 'authorized' employees for the particular entity.

Benefit code

Benefit codes and descriptions for the selected employee will display in these fields.

Eligible?

The eligibility status of the benefit code will display in this field. Click the lookup icon to view benefit eligibility details.

Status

Select a status for the benefit code:

• Pending, review again next time

• Yes, set up benefit

• No, benefit declined

Rate (amount)

Enter the benefit amount.

Rate (%)

Enter the benefit percentage (for example, if the '% of gross by time card line' calculation method is being used).

Monthly limit

Enter the monthly dollar amount limit for the benefit, if applicable.

Annual limit

Enter the annual dollar amount limit for the benefit, if applicable.

Calculation method

The benefit's calculation method defaults from the Payroll module.

Formula

The user formula calculation method will display in this field, if available.

Variable

The variables applicable to the user formula calculation method will display in these fields.

Related code

Any related code and description will display in this field.