A Benefit Class is a list of Benefit Types. Benefit Classes are assigned in the Employee Master File Pay Info tab by double-clicking the Title field to open the Titles list.
To set up a benefit class:
- In the Description box, type a description for the benefit class. When you add a new item to this Add/Edit list, the system automatically assigns and displays its unique ID number. The system selects the Active check box by default, which means the item is available on the list to pick during future record creation. Clear the check box to make the item inactive or grayed out. If you select the Default check box, WinTeam uses this item to automatically fill in the corresponding field on new records.
- (optional) In the COBRA Employer Code box, type a code for your informational purposes.
- In the Benefit Type list, select the benefit type to which you want to associate a GL number and job number.
- In the GL list, select the general ledger account number to which you want to associate the benefit type.
- In the Use Job Number From list, do one of the following:
- To associate the benefit type with an employee's primary job number, select Employee Primary Job Number.
- To associate the benefit type with a specific job number by default, select Default Job Number, and then enter that job number in the Job Number column.
- To associate the benefit type with balance sheet job number that is set up for a company, select Company Balance Sheet Job Number.