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Add a benefit to an employee

Add a benefit record to an employee record.

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Written by Jordan Hutchinson
Updated over 3 months ago

If you offer benefits to your employees, you will need to add a benefit record to the employee record. To do this, follow the steps below.

  1. Take a backup of your data.

  2. Click Payroll, and then click Employees.

  3. Find and select the required employee.

  4. Click Expenses, and then click Benefits.

  5. Click New Benefit, and then select the required benefit.

  6. Enter a tax year, and then populate the required fields.

  7. Click Save and Close.

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