Knowledge Base.
Settings - Benefits and Additional Payments.
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User benefit categories define what company benefits are offered to users, additional payment categories are for payments made to users outside of salary and expenses.
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Additional payment categories can be created by HR Admin users as required.
To create an additional payment category:
- As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
- Click New Category, complete the additional payment category details, and click Save.
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Additional payment categories can be edited by HR Admin users.
To edit an additional payment category:
- As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
- Select an additional payment category from the table, edit the details and click Save.
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Additional payment categories can be archived when they should no longer be used to make additional payments to users.
To archive an additional payment category:
- As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
- Select an additional payment category from the table, click Archive and confirm.
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To unarchive an additional payment category:
- As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
- Select an existing archived additional payment category from the table, and click Unarchive.
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Only additional payment categories that have been archived can be deleted.
To delete an additional payment category:
- As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
- Select an existing archived additional payment category from the table, click Delete and confirm.
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User benefit categories can be created by HR Admin users.
To create a user benefit category:
- As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
- Click New Category, complete the user benefit category details, and click Save.
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User benefit categories can be edited by HR Admin users.
To edit a user benefit category:
- As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
- Select a user benefit category from the table, edit the details and click Save.
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User benefit categories can be archived when they should no longer be used, but need to be kept for historical purposes.
To archive a user benefit category:
- As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
- Select a user benefit category from the table, click Archive and confirm.
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To unarchive a user benefit category:
- As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
- Select an existing archived user benefit category from the table, and click Unarchive.
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Only user benefit categories that have been archived can be deleted.
To delete a user benefit category:
- As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
- Select an existing archived user benefit category from the table, click Delete and confirm.