What if I don't see all my benefits?

Some benefits that aren't set up in the Payroll Setup Wizard can be added in Employee Defaults. They will be on either the Employee or Company Fields tabs, based on who pays for them. (They may be on both tabs, if there is a portion paid by both company and employee.)

Setting up benefits in Employee Defaults

Sometimes a benefit may not be assigned properly. For example, a health care plan may have inadvertently been classified as a tax. (This usually occurs right after upgrading from one version of Sage 50 to another.)

To solve this problem:

  1. From the Maintain menu, select Payroll.
  2. Select Reclassify and Rename Payroll Fields.
  3. Find the benefit that was not assigned properly and give it an appropriate designation. (For example, move a Tax to the Benefits column, or change a benefit's category.)