Setting Up Employee Benefits

AccuArk's benefits system works in two stages: first you create benefit types that define what your organization offers, then you assign those types to individual employees with customized details.

Step 1: Create Benefit Types

Navigate to Employees → Benefits → Benefit Types to manage your organization's available benefits. Click Add New and fill in the following fields:

• Name — A descriptive label for the benefit (e.g., Health Insurance, 401k Match, Paid Time Off).
• Category — Select from Insurance, Retirement, Time Off, Perks, or Other. Categories help organize benefits in reports and on the employee profile.
• Description — An optional explanation of what the benefit covers and any eligibility requirements.
• Default Employee Cost — The standard amount the employee pays per period for this benefit.
• Default Employer Cost — The standard amount the employer contributes per period.
• Taxable — Check this flag if the benefit is considered taxable income. Taxable benefits are factored into tax calculations on salary records.
• Location — Assign the benefit to a specific location or leave it as organization-wide to make it available at all sites.
• Status — Set to Active to make the benefit available for assignment, or Inactive to hide it from new assignments.

The Total Cost for any benefit is the sum of the employee cost and the employer cost.

Step 2: Assign Benefits to Employees

Open an employee record from Employees → Employee List, then click the Benefits tab. Click Add Benefit to open the assignment form.

Select the benefit type from the dropdown. Then configure the assignment details:

• Coverage Level — Choose the appropriate tier: Employee Only, Employee + Spouse, Employee + Children, or Family. Different coverage levels may carry different costs.
• Employee Cost / Employer Cost — These fields are pre-filled from the benefit type defaults but can be customized for this specific employee if their arrangement differs.
• Start Date — The date the benefit becomes effective.
• End Date — Optional. Set this if the benefit has a known expiration, such as a limited-term perk or a benefit tied to a contract period.

Benefit Status

Each employee benefit assignment has one of three statuses:

• Active — The benefit is currently in effect and will be included in salary calculations.
• Inactive — The benefit is paused or suspended. It remains on the employee's record but does not affect salary records.
• Pending — The benefit has been set up but has not yet reached its start date.

Employees can view their assigned benefits in read-only mode from My Profile → Benefits. Only managers with the appropriate permissions can add, edit, or remove benefit assignments.