Employee Benefit Listing Page

Use this page to assign benefits to employee pay rates during the budgeting process. You can also use the option to change and delete employee benefits extracted from the Human Resources System.

Menu Paths:  There are two paths for displaying the page, one for listing all benefits assigned to an employee's pay rates and the other for listing benefits assigned to a selected employee rate:

• To list all benefits assigned to an employee's pay rates, select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Employee Rate Information > generate a list of employees in the Employee Rate Information page>  select an employee > click Benefit Deductions.
• To list benefits assigned to a selected rate, select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Employee Rate Information > generate a list of employees > select an employee > click OK to display the Pay Rate Information list page > select a rate> click Benefit Deductions.

Prerequisites

Before running the Employee Benefits option, complete the following steps:

• Use the Extract Human Resources Data option to extract payroll tables.
• Use Personnel Budgeting's Benefits Table option to update benefits to reflect changes expected for the budget year.
• Use the Extract Human Resources Data option to extract employee records.
• Use the Employee Rate Information option to create and update pay rate records for existing and anticipated employees. Keep in mind that an employee must have a primary rate before you can assign any secondary rates.
• Use the Employee Rate Information option to ensure that pay rates are set up correctly so that percentagebased benefits can be calculated against the rates' salaries.
• Use the Position Control option to create pay rates for vacant positions. Besides being able to assign benefits to employees' rates, you can also assign benefits to vacant positions.

Following are procedures for listing benefit records, assigning benefits to pay rates, updating benefits, and deleting benefit assignments.

Listing benefits assigned to all pay rates for a selected employee

1. Select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Employee Rate Information to display the Employee Rate Information page.
2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
3. In the List section, select an employee's record.
4. Click Benefit Deductions to display the Employee Benefit Listing page. The page lists all benefits assigned to the employee's pay rates.

Listing the benefits assigned to a selected employee pay rate

1. Select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Employee Rate Information to display the Employee Rate Information page.
2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
3. In the List section, select an employee's record.
4. Click OK to display the Pay Rate Information list page.
5. Select the desired pay rate.
6. Click Benefit Deductions to display the Employee Benefit Listing page. The page shows the benefits assigned to the selected pay rate.

Assigning a benefit to an employee's pay rate

1. Display the Employee Benefit Listing page by completing the procedure for listing benefits assigned to a selected pay rate (Steps 1-6).
2. Click Add New to access the page's Benefit Data section.
3. In the Benefit Data section, complete the fields as described in the Fields section below.
4. Click OK to save the record.

Updating an assigned benefit

1. Display the Employee Benefit Listing page by completing the procedure for listing benefits assigned to a selected pay rate (Steps 1-6).
2. In the List section, select the benefit to update.
   If this section is blank, the employee does not have any benefits for the selected pay rate.
3. Click OK to access the benefit's fields in the Benefit Data section.
4. In the Benefit Data section, change the desired fields.
5. Click OK to save the benefit as changed.

Deleting a benefit

1. Display the Employee Benefit Listing page by completing the procedure for listing benefits assigned to a selected pay rate (Steps 1-6).
2. In the List section, select the benefit to delete.
3. Click Delete.
4. In the Confirmation dialog, click Yes.

List and Benefit Data Sections

The Benefit Data section displays data from the benefit that is either selected in the List section or retrieved for updating. These sections include the same fields, except for the Benefit Title field, which only appears in the List section. Also note that the titles of the fields in the two sections vary slightly.