How to Navigate the Benefits Module
A. Pension
1. Log into your account
2. Navigate to Benefits >Pension. The screen will appear as below. There is a provision to select the period, country and employee type.
3. To update the pension details of an employee, click on the edit icon on the element to be edited eg. Deduct Pension. The screen will appear as below:
4. Update the information and click on save to effect the updates made as shown above. A confirmation message will appear to confirm a successful update.
5. Confirm that this appears in the payroll as well:
6. For Bulk imports, select Bulk Import and the screen below will be displayed:
7. Fill in the information required and upload the pension file. There is a provision to generate a template for the same. To do that, click on Generate Template
8. Once the template is downloaded, fill it in as is required and upload the document by selecting Browse Files then click on Save
B. Voluntary Pension
1. Log into your account
2. Navigate to Benefits >Voluntary Pension. The screen will appear as below. There is a provision to select the period, country and employee type.
3. To edit the voluntary pension details of an employee, click on the edit icon on the element to be edited eg. Deduct Voluntary Pension. The screen will appear as below:
4. Update the information and click on save to effect the updates made as shown above. A confirmation message will appear to confirm a successful update.
5. Confirm that this appears in the payroll as well:
6. For Bulk imports, select Bulk Import and the screen below will be displayed:
7. Fill in the information required and upload the voluntary pension file. There is a provision to generate a template for the same. To do that, click on Generate Template
8. Once the template is downloaded, fill it in as is required and upload the document by selecting Browse Files then click on Save
C. Esop
1. Log into your account
2. Navigate to Benefits >Esop. The screen will appear as below. There is a provision to select the period, country and employee type.
3. To edit the share details of an employee, click on the Edit icon in the shares column
4. Click on Save once done. The screen will appear as below:
5. Confirm that this appears in the payroll as well:
6. For Bulk imports, select Bulk Import and the screen below will be displayed:
7. Fill in the information required and upload the Esop file. There is a provision to generate a template for the same. To do that, click on Generate Template
8. Once the template is downloaded, fill it in as is required and upload the document by selecting Browse Files then click on Save
Esop Settings:
- To set ESOP Policy, market value per share, and the employee offer price per share, click on Esop settings, as shown below on the right corner of the screen:
- The screen will appear as below:
To edit any of the Esop elements, click on the vertical ellipsis on the last column
- Proceed to edit the element and click on Submit:
D. Rent
1. Log into your account
2. Navigate to Benefits >Rent. The screen will appear as below. There is a provision to select the period, country and employee type.
3. To edit the rent details of an employee, click on the Edit icon in the Rent deductions column:
4. Click on Save once done. The screen will appear as below:
5. Confirm that this appears in the payroll as well:
6. For Bulk imports, select Bulk Import and the screen below will be displayed:
7. Fill in the information required and upload the Rent file. There is a provision to generate a template for the same. To do that, click on Generate Template
8. Once the template is downloaded, fill it in as is required and upload the document by selecting Browse Files then click on Save
E. Mortgage Premiums
1. Log into your account
2. Navigate to Benefits >Mortgage Premiums. The screen will appear as below. There is a provision to select the period, country and employee type.
3. To edit the mortgage premium details of an employee, click on the Edit icon in the Rent deductions column:
4. Click on Save once done. The screen will appear as below:
5. Confirm that this appears in the payroll as well:
6. For Bulk imports, select Bulk Import and the screen below will be displayed:
7. Fill in the information required and upload the mortgage premuim file. There is a provision to generate a template for the same. To do that, click on Generate Template
8. Once the template is downloaded, fill it in as is required and upload the document by selecting Browse Files then click on Save
F. Insurance Premiums
1. Log into your account
2. Navigate to Benefits >Insurance Premiums. The screen will appear as below. There is a provision to select the period, country and employee type.
3. To edit the insurance premium details of an employee, click on the Edit icon in either or both of the columns (Life insurance or Education policy):
4. Click on Save once done. The screen will appear as below:
5. Confirm that this appears in the payroll as well:
6. For Bulk imports, select Bulk Import and the screen below will be displayed:
7. Fill in the information required and upload the insurance premium file. There is a provision to generate a template for the same. To do that, click on Generate Template
8. Once the template is downloaded, fill it in as is required and upload the document by selecting Browse Files then click on Save
Insurance Policies:
- To manage insurance policies, click on Insurance policies on the top right corner of the Insurance Premium landing page:
- The screen below will appear. To add a policy, click on Add Policy
- The screen below will appear. Fill in the details and click on Submit:
- The new insurance policy submitted is successfully added to the list of insurance policies:
- To edit or delete any of the insurance policies on the list, click on the vertical ellipsis on the respective policy as shown below, then proceed to edit/ delete.
