This article provides guidance on adding and managing fringe benefit plans in the system. Properly recording these plans ensures compliance, accurate reporting, and transparency in how benefits are provided to employees, whether directly or through contributions to programs on their behalf.  

1. From the Getting Started section of the dashboard, click Click Here next to Step 5 Fringe Benefits Plans Added. Or from the Setup tab, select Fringe Benefit Plan/Program under Certified Reports. 

2. Click Add New Fringe Benefit Plan.

3. Enter the following information. Required Fields: Any field in bold must be completed.

   • Plan/Program Name

   • Fringe Benefit Plan Address

   • Administrator Name

   • Administrator Plan Address

Note: If the Administrator Plan address is the same as the Fringe Benefit Plan address, check the box next to Is same as above for quick entry.

4. Click Save.
   

5. Repeat Steps 2 though 4 for each additional plan/program you need to add.

6. All added plans will appear on the Fringe Benefit Plan Management page.

Fringe benefit plans are an essential part of employee compensation and may include standard categories such as Health & Welfare, Training, and Vacation, as well as other benefit types like union contributions or specialized employee funds. This article explains how to set up and manage these plans in the system, helping users maintain accurate records, ensure proper administration, and keep employee benefit information organized and up to date.

If you still require additional assistance, close this tab and return back to the system and submit a support ticket.