Configuring Benefits Integration options

From IRIS Cascade v5.43, the Integration menu in Payroll includes Benefits. Go to Payroll > Settings > Users, Profiles and Roles > Roles, to enable this screen for users who don't have full access.

In Integration > Benefits > select Configuration to configure benefit settings and mappings.

The Integrate Benefits Configuration screen has two tabs:

  • Configuration: configure date options for Benefits Integration.

  • Benefit Codes: map benefits in HR to fixed or variable earning elements in Payroll. Unmapped benefits are not included in the integration.

Configure benefit date options

  1. On the Integrate Benefits Configuration screen, select the Configuration tab.

  1. Select Update and complete these fields:

Integrate Items From

Enter or select the required date. The default is 1st April of the current tax year. Records with an end date earlier than the date in this field are not included in the integration.

Display Benefits with no ‘Start Date’

Select Yes or No. The default is No.

If you select No, HR benefit records with no start date are not included in the integration.

  1. Select Save.

Map a benefit to a Payroll element

  1. On the Integrate Benefits Configuration screen, select the Benefit Codes tab. A list of benefit types from the BENEFITTYPE system list in HR is displayed.

  1. In the Actions column for the benefit type you want to map, select Edit. The Configure Benefit Mapping screen is displayed.

  1. Complete the screen using this table as a guide. Fields marked with an asterisk * are mandatory fields, and you must complete them.

Benefit Element*

Select the fixed or variable earning element that you want to map the benefit too. When mapping:

  • You can only map one benefit type to any pay element; you can't map more than one benefit type to the same pay element.

  • If you map an HR benefit to a payroll element and an employee has two or more of that same element, the integrated changes are applied to all elements.

Pay Or Deduct*

Select Pay or Deduct, to specify whether the benefit value should be paid to, or deducted from, the employee:

  • If you select Pay, the value from HR is applied to the Payroll element, regardless of whether it's a positive or negative value.

  • If you select Deduct, if the HR value is positive, it's converted to negative; if it's already negative, it's transferred to Payroll as it is.

Integration Enabled

Select the box to enable integration.

If you save the mapping without selecting this box, records are not included in the integration.

  1. Select OK. Repeat these steps for each benefit you want to map to a Payroll element.

  2. Select Save. The mappings are displayed on the Benefit Codes tab of the Integrate Benefits Configuration screen.