To record a benefit for an employee first find the relevant employee record. This can be found by clicking on “Employees” in the main menu and then searching for the employee.
One you are viewing the employee record, switch to the “Benefits” tab.
Any previously recorded benefits are listed here. They are separated by tax year, so ensure you have the correct year selected in the drop-down list at the top-left of the page.
Click the button to add a benefit.
You’ll first be asked to enter a description and select the relevant benefit type.
Click ‘Create Benefit’.
You’ll now be able to add further details. The fields shown will depend on the benefit type selected.