How do I add a benefit?

Benefits

Use the Benefits table to store all of the benefits you will provide to your employees. Examples of common benefits usually include things like health insurance, dental insurance, vision insurance, 401(k), and PTO (Paid Time Off). Setting up a benefit in the Benefit table allows you to track and report employee benefits.

Before you get started

Gather the information required to set up the benefit, include the benefit description, eligibility requirements, and levels.

Watch a video

Setting up benefits (7m27s).

Adding a benefit

1. Open Connect Human Resources > Organization > Benefits.

2. Click New (CTRL+N).

3. Set up the benefit properties (Benefit tab).

To learn more, see Setting up benefit properties.

Benefits tab

4. Set up the benefit levels (Levels tab).

The benefit levels allow a benefit to calculate a different amount, rate, or percentage for single, family, dependent, and waived, and so on. To learn more see, How do I add benefit levels?

Levels tab

5. Click Save (CTRL+S).

The benefit is saved. Now, you're ready to add the benefit to a pay code.

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Benefit properties

Fill in the options on the Benefits tab.

Description

Enter the benefit name (up to 50 characters).

Description

Allow beneficiary benefits

A beneficiary is another person who is legally entitled to receive benefits from the employee. Use this option to apply the employee's benefits to a beneficiary. If the benefit applies to the employee's beneficiaries, click to select the Allow Beneficiary Benefits checkbox.

Allow beneficiary benefits checkbox

Allow dependent benefits

A dependent is a person who relies on the employee for support. If the benefit also applies to the employee's dependents, click to select the Allow Dependent Benefits checkbox.

Allow dependent benefits checkbox

Health insurance

If you're setting up a health insurance benefit, complete this section to track health insurance coverage.

Health insurance and Self insured checkbox

Is this a health insurance benefit?

Yes, this is a health insurance benefit. Click to select the Health Insurance checkbox.
No, this is not a health insurance benefit. Do not select the Health Insurance checkbox. .

If this is a health insurance benefit, is the benefit for self-insured employees?

Yes, this is a health insurance benefit for a self-insured employee. Click to select the Self Insured checkbox.
No, this is not a health insurance benefit for a self-insured employee. Do not select the Self Insured checkbox.

Insurance/Coverage provider

Add the provider's name, address, and contact information. Caselle will use this information to print on health insurance forms, reports, etc. If you need assistance filling in this form, contact your insurance or coverage provider.

Insurance/Coverage provider

Benefit Levels

Set up the options on the Levels tab to add levels to a benefit. To learn more, see How do I add benefit levels?

Levels tab

202002, 2020Apr09