1. Go to the employee’s Benefits tab
Open the employee profile
Click the Benefits tab
Click + Create to start setup
2. Choose a creation method
Select Use existing benefit to apply a preset
Or select New benefit to create a one-off employee-specific benefit
3. Complete the required fields
Field | Description |
Business benefit | Visible only when using a preset |
Type | Auto-filled from preset or chosen manually |
Title | Used for display and pay stub clarity |
Contribution | Enter a dollar amount ($) or percentage (%) |
Annual maximum | Optional cap for the year |
Frequency | Options: Per payroll, Per month, Non-recurring |
Effective from/to | Controls when the benefit starts and ends |
💡 Use presets when the same benefit applies to multiple employees. Use new benefit for unique or temporary cases.
Disclaimer: This article is not intended to provide tax, legal, benefits, financial, or HR advice. Since laws and regulations are subject to change and may differ by location, please consult a legal or HR professional for personalized guidance.