Adding (removing) Benefit for Employee
To ensure that employees receive and maintain appropriate benefits, you must first add benefits to the system and then assign them to individual employee profiles. This guide covers both adding and removing benefits for employees.
Adding a Benefit for an Employee
Before assigning a benefit to an employee, the benefit itself must be set up within the Flowtly system. This involves defining key details such as its name, price, applicable taxes, the company's coverage amount, and the effective start date. For more information on defining new benefits in the system, refer to the Benefits Management page.
Once a benefit is accurately defined with all necessary details (name, price, taxes, company coverage amount, and effective date), you can proceed to assign it to an employee:
1. Select Employees from the main menu.
2. Click on the Edit button for the selected employee.
3. Navigate to the Benefits tab on the employee's profile menu.
4. Click on Add benefit.
5. Select the desired benefit from the available list.
6. Provide the Date from which the benefit will be valid for this employee.
7. Provide the Date to if the benefit has a predefined end date (e.g., a temporary benefit).
To edit an existing benefit for an employee, simply click the pencil icon located next to that benefit in their profile.
By following these steps, you ensure that employees are correctly enrolled in the benefits programs your organization offers, with all necessary details recorded and tracked.
Removing a Benefit from an Employee
If a benefit needs to be removed or concluded for an employee, the process is straightforward and helps keep employee benefit records accurate.
To remove or end a benefit from an employee’s profile, please follow these steps:
1. Select Employees from the main menu.
2. Click on the Edit button for the selected employee.
3. Navigate to the Benefits tab on the employee's profile menu.
4. Locate the specific benefit you wish to finish or remove.
5. Select the Date To to specify the date until which the benefit will be valid. Setting this date will effectively end the benefit for the employee.
6. Confirm the action to ensure the benefit's status is appropriately updated in the system.
This procedure ensures that employee benefit records are current and that all changes are properly reflected in the system.
Example use cases
- Onboarding a new employee: Assign a standard benefits package, such as health insurance and a retirement plan, upon their start date.
- Benefits enrollment changes: Update an employee's assigned benefits due to a life event (e.g., marriage, birth of a child) or during an annual open enrollment period.
- Employee termination: Set the
Date Tofor all active benefits to the employee's last day of employment. - Policy updates: End a specific benefit for an employee when a company policy changes, or a benefit program is discontinued.
