22: Setting Up Benefits
There are options in each W-2 employee’s profile to add health and retirement and benefits.
Click Employees along the left, and find or search for the employee you want.
Click the employee to open their profile, and scroll to the bottom of the Employee Information tab, to the Benefits section.
To add a health benefit, click Add for that section, and choose Health Plan.
In the New Health Plan window, choose the type of plan, enter the employee contribution per pay period, and the effective period.
Click Save and the new benefit is listed.
To add a retirement benefit, click the same Add button and choose Retirement Plan.
Choose from the plans listed, such as Roth IRA - CalSavers. The Catch Up option is relevant for employees age 50 or older; when enabled, these employees can choose the highest maximum contribution. You can also choose whether the deduction will be an amount or percentage, set its value, and set the effective period.
Click Save, and the benefit is listed.
To edit or remove a benefit, click it to open the window with details. Make your changes and save, or use the Delete icon.