You can read how to create the group including the different types that are needed under Benefit group, Supplements and deduction, Pension scheme and hourly salary rates.
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To create benefit groups that you need, you can convert data from forms to the Benefit widget.
Caution
We normally recommend to at least have a group for monthly paid and hourly paid employees. Not all types are available for a monthly paid employee that are available for a hourly paid employee, which is how groups can help you.
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When benefit groups are created, you then insert the default form element Benefit Group on a form in order to choose which group each employee belongs to. Remember to add elements to form in Onboarding if you want it to be filled during the Preboarding of an employee.
Note
Refer to Standard setup of a form on how to insert the element and Allocate a benefit group to an employee on how to choose the group for an employee.
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If you want to be able to fill the Benefit information on employees in the Preboarding process, insert various table elements like Supplements and deductions, Hourly sales rates, and Pension scheme by hovering over an existing element and clicking +. You can also click under the column details for the same function.
Note
Use the article Standard setup of a form to see how to insert elements in forms.
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If you already have the information on a form and need to convert it into a module in Excel, refer to this article Excel CSV
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Other helpful articles: How do I add/edit Benefits on employees? & Import Benefit information
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You will learn how to allocate a benefit group to a specific employee.
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To allocate, there must be a specific set of permissions.
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Access to the full employee profile by clicking on ++++++ and the full employee profile set to or
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Benefits are added to employee profiles via Master Data form. To see Benefit groups on Master data, it has to be added to Forms by going to ++++++++
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To access the benefit group, set it up by going to ++++
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Go to in the main menu
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Open an employee profile you have access to and click the document
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From the list of forms, click and then
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Under Benefit Group, select the correct group.
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Click to keep your changes.
You can read how to add or edit benefits on specific employees. Benefits includes the type Benefits, Supplements and deduction, Pension scheme and Hourly salary rates.
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1. Go to in the main menu and click on the relevant employee.
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Find the tab where you have inserted the payroll widget.
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Click on the pencil to add new benefits or edit existing ones.
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Click on the button Add benefit to a new benefit.
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When all relevant data are filled or changed, click
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Click on one of the existing to edit information and update the table.
Resolving any remaining questions:
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Why does the benefit table not show on the employee?: Make sure that the employee has a benefit group assigned. Follow up in this article Allocate a benefit group to an employee.
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Why does benefits not show?: The section benefit will only show if the benefit group that is assigned to the employee has any benefits created.
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Why does supplements and deductions not show?: The section supplements and deductions will only show if the benefit group that is assigned to the employee has any supplements and deductions created.
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Why does pension scheme not show?: The section pension scheme will only show if the benefit group that is assigned to the employee has any pension scheme created.
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Why does hourly salary rates not show?: The section hourly salary rates will only show if the benefit group that is assigned to the employee has any any hourly salary rates created.