CustomBooks™'s Cloud Payroll module allows you to efficiently manage and add employee benefits. To view and edit your company's benefits, navigate to Payroll > Benefits. Follow the guide below to edit existing benefits and add new ones.

Managing Existing Benefits

When the list first opens, you will see all benefits that have previously been created and the number of employees currently enrolled in each benefit. You can select the link on the benefit's name to see more information about a particular benefit, or you can select the "More Actions" menu to either edit the benefit's details or employees associated with the benefit. 

1. When editing the benefit's details, you will see a brief description of the benefit as well as a field to enter the description to be shown on employee paystubs and your company records. Please note that the benefit's type cannot be changed once it has been created. You will need to delete the benefit and create it again with the correct type. 
   
2. When editing the benefit's employees, you will see a list of all employees that are currently enrolled for that benefit along with: 
   
1. the employee deduction amount,
   
2. the company contribution amount, and
   
3. the employee's benefit status
   
1. Employees with an Active status will continue to make deductions and contributions each pay period.
   
2. Employees with an Inactive status will have deductions and contributions paused until further action is taken. 
   
4. Note that employees can be added to an existing benefit at any point in time by editing the benefit and selecting the "Add employees to benefit" button at the top-right of the list. This will open a new screen where previously unenrolled employees can be added in bulk. Individual amounts can be later edited as previously mentioned once complete, if needed. 

Only employees that have completed onboarding can be added to benefits.

Adding New Benefits

1. Once the benefit list has been opened (Payroll > Benefits), select "Add benefit" at the top-right of the list. 
   

2. Choose which benefit to create from a preexisting list of benefits. You will see a short description of each option once selected. When the correct selection has been made, name the benefit in the first field. This will be the description that is used on employees' paystubs and your company records. Choose "Save & continue" to proceed to adding employees to the benefit. 
   

3. The next screen will allow you to select which employees are included in this new benefit. Like previously mentioned, all employees selected at this stage will use the default deduction per pay period and contribution per pay period, and you will only be able to select employees that have successfully completed onboarding.  Once all relevant employees have been selected and the amounts filled, choose "Save & continue."
   

4. Review the benefit, and make any individual employee modifications, if needed. 

Any new benefits that are added will take effect on the following payroll. It will not make any retroactive changes to previous payrolls. If you need these changes to be retroactive, please contact support.

Tips and Best Practices

• Regularly Review Benefits: Periodically check and update the benefits to ensure all information is current and accurate.
• Communicate Changes: Inform your employees about any changes in their benefits to maintain transparency and avoid confusion.
• Accurate Amounts: Ensure that all amounts and benefit statuses are accurately entered to reflect the correct payroll deductions.

By following these steps, you can efficiently manage and add employee benefits in CustomBooks™'s Cloud Payroll module. For further assistance, please contact our support team.