How do I add benefit levels?

Benefits .

Some insurance providers use benefit levels to describe different levels of insurance coverage.

Before you get started

Add the pay codes the benefit level will use to calculate an amount (Payroll > Organization > Pay Codes). To learn more, see Pay Codes.

Adding benefit levels

1. Open Connect Human Resources > Organization > Benefits.

If you're in the middle of setting up a new benefit, just skip to step 3. The Benefits view is already open and you just need to go to the Levels tab.

2. Use the HR Benefit box to enter a benefit name. Press Enter.

HR Benefit box

3. Click to select the Levels tab.

Levels tab

4. Click Add a New Benefit Level button.

Add a New Benefit Level button

5. Set up the benefit level properties.

The benefit level properties define how and when the benefit level calculates for the employee and employer.

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Options

Description

Enter the description that will be displayed in the Benefit Level list (located on the left side of the Levels tab).

Description box

Pay Code

Use the Pay Code list to select the pay code that uses the benefit.

Pay code box

Employee

Set what and when to calculate the employee's portion. To set what to calculate, see Amount/Rate/Percent Type. To set when to calculate, see Monthly Period Numbers.

Employee properties

Employer

Set what and when to calculate the employer's portion. To set what to calculate, see Amount/Rate/Percent Type. To set when to calculate, see Monthly Period Numbers.

Employee properties

Amount/Rate/Percent type

Set up what to calculate.

Amount/Rate/Percent type list

Amount

Bill an amount.

Billed Amount = Amount

Calculation

Use a formula to calculate an amount.

Billed Amount = Calculation

Do not calculate

Do not calculate the employee/employer portion.

Billed Amount = 0

Hourly

Bill an amount per hour.

Billed Amount = Number of Hours x Amount

Percent of amount

Bill a percent of an amount.

Billed Amount = Amount x Percent

Rate per hour

Bill a percent per hour.

Billed Amount = Number of Hours x Percent

Rate per unit

Bill a rate per unit.

Billed Amount = Number of Units x Rate

Salary

Bill the employee salary.

Billed Amount = Salary

Monthly period numbers

The benefit level uses the monthly period numbers that are selected on the pay code to determine when to calculate a billed amount. To change when the benefit level calculates, edit the pay code in Organization > Pay Codes.

Monthly period numbers