How To Add a Benefit Type

The Benefit Types list contains all available benefit options that may be used when planning staff compensation and personnel line items. The default benefit types are FICA Rate Benefit, Fringe Benefit, Medical Benefit, Other Benefit, and Retirement Benefit. The default types may be edited but not deleted. Users can add other benefit types as needed.

Once a benefit type is added, it will be available on staff compensation history records under Contacts>Staff>Compensation tab and line items in a budget.

1. Open Administration>Lists>Benefit Types.
2. Click the  (Create icon) in the Icon Bar.
3. In the Benefit Type Information section, add a benefit type Name.
4. Click the  (Save icon) next to the benefit type.
   
5. Click Update.