Knowledge Base.

Settings - Benefits and Additional Payments.

User benefit categories define what company benefits are offered to users, additional payment categories are for payments made to users outside of salary and expenses.

Additional payment categories can be created by HR Admin users as required.

To create an additional payment category:

  1. As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Click New Category, complete the additional payment category details, and click Save.

Additional payment categories can be edited by HR Admin users.

To edit an additional payment category:

  1. As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Select an additional payment category from the table, edit the details and click Save.

Additional payment categories can be archived when they should no longer be used to make additional payments to users.

To archive an additional payment category:

  1. As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Select an additional payment category from the table, click Archive and confirm.

To unarchive an additional payment category:

  1. As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Select an existing archived additional payment category from the table, and click Unarchive.

Only additional payment categories that have been archived can be deleted.

To delete an additional payment category:

  1. As an HR Admin user, select Additional Payment Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Select an existing archived additional payment category from the table, click Delete and confirm.

User benefit categories can be created by HR Admin users.

To create a user benefit category:

  1. As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Click New Category, complete the user benefit category details, and click Save.

User benefit categories can be edited by HR Admin users.

To edit a user benefit category:

  1. As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Select a user benefit category from the table, edit the details and click Save.

User benefit categories can be archived when they should no longer be used, but need to be kept for historical purposes.

To archive a user benefit category:

  1. As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Select a user benefit category from the table, click Archive and confirm.

To unarchive a user benefit category:

  1. As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Select an existing archived user benefit category from the table, and click Unarchive.

Only user benefit categories that have been archived can be deleted.

To delete a user benefit category:

  1. As an HR Admin user, select User Benefit Categories from the Benefits and Additional Payments card on the Settings tab.
  2. Select an existing archived user benefit category from the table, click Delete and confirm.