Adding (removing) Benefit for Employee
To ensure that employees receive and maintain appropriate benefits, you must first define benefits in the system and then assign them to individual employee profiles. This guide covers both assigning and concluding benefits for employees.
Assigning 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 Benefit name, Price, Tax %, Company coverage amount, and the Valid from date for its pricing tier. For more information on defining new benefits in the system, refer to the Benefits page.
Once a benefit is accurately defined with all necessary details (name, price, taxes, company coverage amount, and effective date for its pricing tier), 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 to open their profile.
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 assigned to an employee, locate the benefit in their profile and adjust its Date from or Date to as needed.
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.
Concluding a Benefit for an Employee
If a benefit needs to be concluded for an employee, the process is straightforward and helps keep employee benefit records accurate.
To conclude 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 to open their profile.
3. Navigate to the Benefits tab on the employee's profile menu.
4. Locate the specific benefit you wish to conclude.
5. Edit the benefit and set the Date To to specify the last 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 private medical care and meal vouchers, effective from their start date using the
Date fromfield. - Benefits update: Modify an employee's benefits by setting a new
Date Tofor an expiring benefit or adding a new benefit with a specificDate from, for instance, upgrading a gym membership or adding life insurance. - Employee departure: Conclude an employee's benefits by setting the
Date Tofor all active benefits to their last day of employment.
