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Add a Benefit or Special Payment

 

If an employee receives an irregular or one-time benefit or special payment -- such as an allowance, travel advance or relocation payment -- in addition to the regular salary, that can be noted in the employee's record under the employee's Position Information. 

 

1. In the employee's record, click Position Information in the side menu to jump to the "Position Information" section. 

 

2. Click Add Benefit/Special Payment

 

3. Select the Benefit Type

 

4. Select the Source of the payment, if there is one. 

 

5. Select the Currency for the payment and enter the Amount

 

6. Select the Start Date of the payment. 

 

7. Select the End Date of the payment. 

 

8. Select the Recurrence Frequency of the payment: once, weekly, monthly or yearly. If the frequency is set to "once," the start date and end date should be the same or the end date may not be entered. 

 

9. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. 

 

Troubleshooting 

 

An error message displays when the Confirm button is clicked. 

 

Make sure that all of the required fields have been completed. The required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to add a special payment after all, click Return (do not save changes)

 

The correct benefit type is not available for selection. 

 

The benefit type must be added to the system by an HR Manager (see Add benefit type). 

 

The correct source is not available for selection. 

 

The source must be added to the system by an HR Manager (see Add salary sources). 

 

The correct currency is not available for selection. 

 

The currency must be added to the system by an HR Manager (see Add a currency). 

 

More than one benefit is paid to the employee. 

 

For each payment, click Add Benefit/Special Payment and add the new payment. 

 

The benefit information needs to be changed. 

 

In the employee's record under "Position Information," click Update This information beside the benefit to change any field.