How to Link Employee Benefits to an Agreement

Before attempting to link employee benefits to a pay agreement, ensure the following has been configured: the relevant pay agreement has been configured in Portal > Rates and Rules > Pay Agreements
the relevant benefit type rate rules have been configured under Portal > Pay > Maintenance > Employee Benefits > Benefit Type Rate Rules.
To link employee benefits to a pay agreement, follow the procedure below.

1.	Go to Portal > Pay > Maintenance > Employee Benefits > Link to Agreements. The Link Employee Benefit to Agreement Maintenance screen opens.
2.	Click . The Link Employee Benefit to Agreement screen opens.
3.	In the Agreement field, select a pay agreement.
4.	Click . A new row appears in the *Rates* table.
5.	Next to the field in the Validity Start Date column, click 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 a nd 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 Select Employee Benefit Type Rate Rules screen opens.
8.	Click on each benefit type rate rule that is to apply to the selected pay agreement. Alternatively, click Select All 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.
9.	Click . The Select Employee Benefit Type Rate Rules screen closes and the benefit type rate rules you selected are listed in the Benefit Type Rate Rule column.
10.	Click . The selected agreement and benefit type rate rules are linked and the Link Employee Benefit to Agreement screen closes.