Skip to main content

Benefits & compensation

Benefits, payments and deductions, bulk Excel entry, compensation plans, raise proposals and salary change approval.

10 articles
Benefits and Compensation module overviewWho records benefits, payments and deductions that flow into payroll, collects raise proposals through compensation plans and routes salary changes through approval, where and how; a summary and getting-started guide.
Add a benefit to employeesExplains how to use the Add Benefit wizard to give one or more employees a benefit such as meal, commuting or family aid, with its amount, payment method and period,…
Add payments and deductions (premium, bonus, advance, union dues)Explains how to give employees payments such as premiums, bonuses and additional payments and deductions such as advances, union dues and fund deductions on the Payments and Deductions tabs of…
Bulk entry of benefits, payments and deductions via ExcelExplains how to download and fill in the template with Add via Excel, have the file checked, fix rows with errors and, after confirming, save hundreds of benefits, payments or…
Benefit settings: type management, advance rules and currenciesExplains how to choose which types appear on the payment, benefit and deduction screens on the Configuration > Benefits > Settings page, how to set advance limit and installment rules,…
Create a compensation plan (performance scale, employee scores, evaluators)Explains how to open a new compensation plan on the Compensation Management screen, set a raise range per performance score, give every employee a performance score, choose the evaluators who…
Enter, submit, approve and reject raise proposalsExplains how an evaluating manager enters the raise percentage or new salary for the employees assigned to them in an active compensation plan and sends it for approval, and how…
Close the compensation plan period and apply new salaries to payrollExplains how to close the compensation plan period after raise proposals are approved so that new salaries are written to the employees' wage records, how to reopen the period when…
Salary change approval process (salary change request and approval)Explains how to route salary changes through approval, create a salary change request, approve or reject it, and how the approved salary is written to the employee's wage record.
Export a compensation plan to Excel and download it from My listsExplains how to have the current and new salaries of the employees in a compensation plan prepared as an Excel list, how to follow and download the list in the…