Administrators / Executives / ​Company Settings / Explore Your Batch Tools / Add/Edit Employee Benefits

BATCH ADD/EDIT EMPLOYEE BENEFIT INFORMATION IN ONE STEP

Batch Tools are now also accessible from the Left Menu within the People section.

• ​Click on the SETTINGS tab (gear shape) in the top menu.
• In the left Settings Menu, click on the blue BENEFITS button under Batch Tools.
• For each employee, fill in the applicable information:
  • Package (Individual/Couple/Family)
  • Custom $ Annual (if applicable or varies from what is set in General Settings)
  • Custom % Annual (if applicable or varies from what is set in General Settings)
  • Employment Perks $ Value (Employment Perks are customizable under General Settings)
    • For example:
      • Health
      • Training
      • Lifestyle
      • Additional Paid Perks
      • EI
      • CPP
      • WCB
      • Statutory Holidays
• Click the blue SAVE BENEFITS button at the bottom of the page to save your changes.

BATCH ADD/EDIT EMPLOYEE BONUS IN ONE STEP

• Click on the SETTINGS tab (gear shape) in the top menu.
• In the left Settings Menu, click on the blue BONUSES button under Batch Tools.
• HINT: If the "As of" date is the same for each employee, you can use the Default "As Of" date at the top.
• For each employee, fill in the date (unless you use the default value date), bonus amount and a label.
• Click the blue SAVE BONUSES button to save your changes.