Managing Benefits Using the Employees Screen

Learn how to track employee benefits using the Employees screen.

Note: Benefits can also be tracked using the Benefit Management screen available on the Human Resources Data Entry menu. Benefits tracked here must have been previously set up using the Benefit Management screen. This window cannot be used to add new benefits to an employee.
  1. On the Site Map screen, click Human Resources > Employees.
  2. Select the employee you wish to view benefits for and select the Benefits link on the Info Bar.
  3. A list of benefits for which the selected employee is qualified displays. In the Status column, use the drop-down menu at each item to change the status of the corresponding benefit code for the selected employee.
    1. If you select Pending, review again next time or No, benefit declined, no further entry is required for the item.
    2. If you select Yes, set up benefit, the software will display the Employee Benefit Maintenance window where you will be prompted to designate benefit amounts and limits.