Before attempting to link employee benefits to a pay agreement, ensure the following has been configured:
the relevant pay agreement has been configured in Rates and Rules > Pay Agreements
the relevant benefit type rate rules have been configured under Payroll > Maintenance > Employee Benefits > Rate Rules.
To link employee benefits to a pay agreement, follow the procedure below.
1. | Navigate to Payroll > Maintenance > Employee Benefits > Link to Agreements. The Link Employee Benefit to Agreement Maintenance screen displays. | |
2. | Click Add. The Link to Agreement screen displays. |  |
3. | In the Agreement field, select a pay agreement. | |
5. | Next to the field in the Validity Start Date column, click the calendar button and use the calendar control to select the date on which the link to the pay agreement becomes effective. |  |
6. | Next to the field in the Validity End Date column, click the calendar button and use the calendar control to select the date on which the link to the pay agreement expires. Alternatively, skip this step if you want the link to remain valid indefinitely. |  |
7. | In the Benefit Type Rate Rule column, click the drop down arrow. A list of Employee Benefit Type Rate Rules display. | |
8. | Click on each benefit type rate rule that is to apply to the selected pay agreement. Alternatively, click the Select All checkbox if you want to select all benefit type rate rules that are listed. A tick appears next to each benefit type rate rule you have selected and items display in the Benefit Type Rate Rule list. | |
10. | Click Save. The selected agreement and benefit type rate rules are linked and the Link Employee Benefit to Agreement screen closes. |  |