Payroll

Benefit management

Benefit management

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Benefit management

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What is a benefit?

Constants can often be found in the amounts that need to paid, deducted or booked for every pay period.
Some examples:  

•a fixed amount for social season tickets per pay period

•a fixed amount for social season tickets per day worked

•a percentage of the gross wage (under a cap) for group insurance

•a company car, mobile phone or Luncheon Vouchers.

These calculations can be automated by using benefits.

Using benefits also eliminates a number of errors: write, read and calculate errors.
It is therefore recommended to verify which amounts and/or calculations occur periodically and to process these as benefits.

A benefit can be settled every month, sporadically or once.
A benefit consists of benefit items.

Benefit items are the building blocks of a benefit. Benefits can be allocated:

- at dossier level

Benefits at dossier level are valid for the entire dossier.

They are entirely managed by the payroll consultant. Only the Payroll Consultant can add, remove or change a benefit at dossier level.

The value of these benefit items is visible via Employees :

•Benefit management or

•Master data - tab Pay package or

•Monthly calendar - tab Benefits.

- at contract level

Benefits at contract level are valid for the selected contract.

The value of these benefit items is visible via Employees in:

•Benefit management or

•Master data - tab Pay package or

•Monthly calendar - tab Benefits.

- per pay period

Benefit items per pay period must be entered again every pay period.

The value of this benefit item can be changed in the Monthly calendar - tab Benefits.

 

How do you request and allocate a benefit?

Before you can allocate a benefit to a contract or a pay period, the benefit must be added to your dossier.

1.You make a request to add a new benefit to your dossier.

2.Your payroll consultant will process the request and add the benefit to your dossier.

3.Once a benefit is added, you can allocate it to a contract or a pay period.

 

hmtoggle_plus1        Request new benefit

1.Go to Employees and select the employee.

2. Go to Benefit management.

3.Click Request new benefit.

4.Enter the field Benefit type and the extra information.

5.Click Send.

Your payroll consultant will process the request further.

hmtoggle_plus1        Allocate an added benefit

hmtoggle_plus1        Allocate an added benefit at contract level

1.Go to Employees and select the employee.

2.Go to Benefit management.

3.Select the benefit in Choices.

4.Click Add.

5.Fill in an amount, no. of km, etc. as required  .

6.Click Save.

hmtoggle_plus1        Allocate an added benefit per pay period

This benefit is settled once.

1.Go to Employees and select the employee.

2.Go to Monthly calendar.

3.In the detail panel, click on the tab Benefits.

4.Select the pay period that you want to allocate a benefit to once.

5.Select the benefit you want in the column Benefit.

6.Enter the Value.

7.Click Save.
The benefit is only present for the selected pay period!

Note

A benefit that you allocated once for a pay period must/cannot be selected in the column Apply. The benefit is settled.

 

Extras

You can also

hmtoggle_plus1        Consulting a report

hmtoggle_plus1        Consult benefit at contract level

1.Go to Employees and select the employee.

2.Go to Benefit management or Master data - tab Pay package.

hmtoggle_plus1        Consult benefit per pay period

1.Go to Employees and select the employee.

2.Go to Monthly calendar - tab Benefits.

3.Click on the plus sign in front of the benefit column Benefit to consult all benefit items in the benefit.
You can only change the value of the item for a benefit item per pay period.

hmtoggle_plus1        Remove a benefit

hmtoggle_plus1        Remove benefit at contract level

You can remove individual benefits. You can also remove group-level benefits at contract level.

If you remove a benefit, it will no longer be valid as from the current pay period.

 

1.Go to Employees and select the employee.

1.Go to Benefit management.

2.Click on the icoon_digiti_vuilbakje after the benefit that you want to remove.

3.Click Save.

hmtoggle_plus1        Remove benefit per pay period

1.Go to Employees and select the employee.

2.Go to Monthly calendar.

3.In the detail panel, click on the tab Benefits.

4.If benefits per pay period are present, select ---- in the white combo-box.

5.Click Save.

hmtoggle_plus1        Benefits not applied temporarily

You can temporarily not apply a benefit. After the details have been sent to SD Worx, the benefit will automatically be ticked again.

Note
Suppressing Benefits of all kinds, Company Car, once only is not possible. Click here for more information.

 

1.Go to Employees and select the employee.

1.Go to Monthly calendar.

2.In the detail panel, click on the tab, Benefits.

3.Select the check box Apply for the benefit that you do not want for this pay period.
One-time benefits must/cannot be cleared. These benefits are only valid for the pay period for which they were created. You must remove the benefit if you do not want to apply it.

4.Click Save.

hmtoggle_plus1        Change a benefit item

hmtoggle_plus1        Change benefit item at contract level

1.Go to Employees and select the employee.

1.Go to Benefit management.

2.Click on the field you wish to change.

3.Click Save.

Or

2.Go to Employees and select the employee.

1.Go to Master data.

2.Click the tab Pay package.

3.Click on the field you wish to change.

4.Click Save.

You cannot change the value of the benefit if details of the contract have been forwarded to SD Worx.

hmtoggle_plus1        Change benefit items per pay period

1.Go to Employees and select the employee.

1.Go to Monthly calendar.

2.In the detail panel, click on the tab, Benefits.

3.Change the Value or the Benefit or clear the Apply of the benefit.
Click on the + sign in front of a benefit in order to view all benefit items.

4.Click Save.

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