Personnel Benefits

Track the eligible benefits that personnel receive, such as health care and retirement plans. Personnel records have a Benefits tab that shows all the records for that person.

Add a Personnel Benefit

You must be a Personnel Administrator to do this.

In the navigation menu, click Personnel > Personnel Benefits.
Click New Personnel Benefit.
Select the personnel to add a benefit for.
Select the type of benefit that the personnel receives, such as Social Security, Health Insurance, or Medicare.
Admins can change these values under Lookup Values > Benefit Types.
Enter the date that the personnel began or will begin receiving this benefit.
If applicable, enter the date that this benefit will expire.
Enter any relevant notes about this benefit.
Click Save.

View personnel benefits on the Personnel Benefits page or on the Benefits tab of the Personnel record.

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Personnel Benefits

Add a Personnel Benefit

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