This article demonstrates how you can quickly create a new fringe benefit package by duplicating an existing one and making modifications. This helps you save time by reusing similar rates and making only the necessary changes.

Make sure you have:

• An existing fringe benefit package to copy
• Updated rate and plan information (if changes are needed)

Duplicate an Existing Package

1. From the Setup tab, select Fringe Benefits Package.
2. Select an existing package to use as a template.
3. Update the Fringe Benefits Package Name to make it unique to the new package.
4. For each Fringe Benefit Plan, enter or adjust the rates as needed.

Note: You can press Tab to move between fields. Choose OK when prompted to distribute values across cells (if applicable).

5. Add any additional benefit entries if needed.
6. Select Save As to create a new package.

WARNING: Do not select Save unless you intend to overwrite the existing package.

Define Package Associations

1. Select Define Association next to the new package.
2. Select the craft and the trade type.
3. Assign the Employees to be associated with the package.
4. Select Save.

• Duplicating a package helps reduce manual entry and ensures consistency.
• Use Save As when creating a new package to avoid overwriting existing data.
• Always rename the package clearly to avoid confusion.

In this article, you learned how to duplicate an existing fringe benefit package, update its details, and save it as a new package. This approach streamlines the setup of additional benefits packages.