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Menu Access: H/R Maintenance
Employee benefits or deductions can be created in the Payroll module using EBD's with or without formulas. Once defined, the EBD's are assigned to employees based upon some pre-determined criteria using fixed deductions. The Benefit facility in the H/R module allows you to define the benefit definition and the criteria to use when granting the benefit to employees. The benefit definition is defined using the first two folder Employer Formulas and Employee Formula. Folders three and four are used to define the employee criteria. The last folder is used to provide information for the Fixed Deduction.
This is where you define the formulas to be used when assigning the benefit to the employee using EBD's. You supply the EBD code and formula for each element of the benefit. For employees this will be the formula to be used to calculate the benefit or deduction. For employers you can enter two formulas, one for an employers portion relating to the employee and the other for the employers portion relating to the employees dependent. In this way you can define two distinct formulas for each of these employee statuses. The system will then assign the proper formula based upon the criteria defined in the Eligibility folder. That is, if any of the eligibility parameters for dependants are met (number of children and/or marital status) then the employer formula will reflect the second formula below. If the criteria for dependants are not met then the first formula will be used.
So, the first two screens below will define the formulas and EBD's to be used when creating the Fixed Deductions in the Benefit Application program. The next two screens define the eligibility criteria; more information about eligibility is presented below.
This folder contains the eligibility criteria for the benefit. Once defined the criteria will be used in the Apply Benefits program. For example you can tailor a benefit for employees who are veterans or are handicapped by choosing the correct options from this screen..
Other criteria can be any valid formula. For example, you may want to check that an employees seniority falls within a certain range. This formula will be executed when the Benefit application program is used.
This frame contains information about the Fixed Deduction that will be created when the benefit is applied to the employee. The fields are the same as those you are familiar with from the Payroll module.
