When you add a new employee you will typically add the following to their employee file
- Hours per day/week
- Normal working days
- Full year time off allowances
- Benefits, including:-
- Medical, Dental, Life, Health insurance
- Car allowance
If you need to update any of the above simply navigate to:
People -> Employees
Once you're on the employee's card click Financial followed by Benefits:
This will load the Employee benefits module and allow you to edit these values.
You can track the reason for these changes by selecting a 'Change reason' and set future pending changes using the 'Change date' field.
When using the 'Change date' field, any past dates or a present date will result in the change being made immediately. Any date in the future will result in the change being made on that specific date. When there is a pending change for a future date, a pending icon will show on the field or section that is due to update.
The pending change record can be viewed in:
Administration -> HR -> History -> Pending changes