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Table of Contents: Article IndexPrintable Version

Applies to versions: 2.0, 2.1, 2.2, 2.3

Benefit Types

Benefit Types provide a classification for non-worked time (such as sick and vacation) that can be allocated to employees. These types can be paid or unpaid, can optionally count toward overtime hours, and can be configured to automatically accrue if configured in the Accruals section.

With the Advanced Benefits Tracking module (IPSBEN), custom benefit types can be created or edited.




Using the left pane Main Menu » Administration, click on: Benefits » Benefit Types





Create a New Benefit Type

Benefit Types

  • Click on the + (plus) sign on the left side of the Create New Benefit Type bar.
  • Add a descriptive Name, then click the Add button.





Edit a Benefit Type

Benefit Types

  • Click on the + (plus) sign next to the benefit Name.
  • If using divisions, a Code Name can be specified that will allow reports that include benefits from multiple divisions to appear in the same column.
  • If the benefit type is Paid, select "Yes" for the Paid option.  This is normally set to "Yes".
  • If the benefit counts as actual work time toward 40 hours/week for overtime, then select "Yes" for Counts towards Overtime.  This is normally set to "No".





Advanced Options

Benefit Types

  • From the Advanced tab, you can require the employee to add a note when requesting this type of benefit.
  • To display a custom message when this type of benefit is requested, select "Show Popup" from the drop down list. Then type the message in the Custom Message box.
  • Click Save Row to save the changes.





Subclasses can be used to track projects, departments, areas or other designations related to the benefit, the employee, or why the benefit was used.


    Add a Subclass

  • Click on the green + on the far right side.
  • Benefit Types

  • Add a descriptive Name in the Add Subclass window that pops up, then click the Create button.
  • Benefit Types

  • Add a GLNum, a Minimum (if applicable), and a Description for the subclass.
    NOTE: By using the GLNum field, it is possible to designate how benefit time will be tracked in an external accounting system.
  • Click Save Row to save the changes.

  • To delete a subclass, click on the red X on the far right side.





Deleting a Benefit Type

In order to delete a benefit type, that type must not be in use. Once it has been used, it can not be deleted.

Benefit Types

  • In the far right column, click the word Delete that appears in the same row as the benefit type you wish to delete.

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