Benefits Editor

Benefits can be created at any time through the Agreements Menu > Benefits Editor.

Please note, that all benefits can be edited; however, attributes cannot be changed once the benefit has been assigned to an agreement.

To create a benefit:

1. Click New.
2. Add the benefit name, and check any of the desired attributes (listed below).
3. Click Save.

The available benefit attributes include:

• Active: If unchecked, the benefit will not appear as an option on the Agreement’s Benefit Roster.
• Admin Only: The benefit election and/or its rate is controlled by the Site Sponsor only. This will require the Site Sponsor to elect the benefit on an individual employee basis (the default setting is “not elected” in the employee profile, unless you also select the "Default On" attribute). Applicable only with Employee Election and Employee Rate Overridable attributes.
• Employee Election: The benefit must be elected/unelected through the employee profile. The employer will have control over the benefit only if the Admin Only attribute is not selected. The default setting is “not elected”.
• Employee Rate Overridable: Allows for the benefit rate predefined at the Agreement level to be overwritten through the employee profile. This is useful if a benefit allows an employee to define their contribution amount.
• Employer Election: The benefit must be elected/unelected through the employer profile. Only the Site Sponsor has the ability to manage benefits with this attribute.
• Employer Rate Overridable: Allows the benefit rate predefined at the Agreement level to be overwritten and controlled by the Site Sponsor through the employer profile.
• Default On: Used with an electable benefit to set the benefit to default on. If needed, the benefit may still be unelected at any time.
• Hours Worked Component: Amount reported under a benefit with this attribute will be added to the Hours Worked total on the payroll report. The benefit will be included as a line item on the invoice and must be released by the assigned Collecting Agent to be available on the Download Contribution report for the assigned Fund Administrator.
• Funding Only: Employers do not see and are not able to report data for a benefit with this attribute on the payroll report. The benefit information is only visible on the Funding Detail and Cash Receipts reports.
• Informational Only: Allows for data to be added to the reporting process but is not utilized in any funding processes. The benefit is included on the payroll report view but is not included as a line item on the invoice and will not display on the Download Contributions Report.
• Taxable: Benefits with this attribute are considered a taxable payroll item and will be included, along with Gross Wages in the calculation method “Percentage of all taxable payroll items”.
• Apply to Association Report: Attribute is only applicable if you are assigned the custom report: Association Member Report. This report utilizes the global benefit named NECA. This attribute allows you to create a separate benefit and have the benefit’s reported amounts included in the calculation of custom report’s association assessments.
• Calculate once per EE: Used for benefits that are a set flat rate so if an employee is reported multiple times, like for a change in classification, it will only calculate on the first employee line.
• Do Not Total: Mostly used in conjunction with Informational Only attribute above. This will indicate that the benefit should not be included in the payroll report total or invoice.

For more information on editing agreements, see here.