Within People® you can record the benefits that employees have, this is done within the Logbook section. This can also record equipment such as Laptops. When an employee is processed as a leaver, you have the option to be notified if any benefits need to be recovered before their leaving date. 

This article covers how to:

  • Add a benefit to an employees record
  • Add a new benefit type/option
  • Print and report on benefits

--Add benefits to an employee's record--

1. Access the employees record and click on the 'Logbook'

2. From the dropdown list on the right, click on 'Benefits'

3. Click on the plus icon to add a new record.

4. Fill in the relevant details:

  • If the drop down doesn't include the benefit option you wish to select, please scroll down to the next section in this article called 'Add New Benefit Options'.
  • Select the date this benefit was rewarded
  • Type in a value - this may depend on the benefit option selected.
  • Type out any additional comments you wish to add
  • Recover On Termination? If 'Yes', you'll be notified that this needs to be recovered within the leaver wizard:

--Add New Benefit Options--

This option is only available for admins. If you are an employee or manager and require . new training option added to the logbook, please consult with your HR team/System admin. 

1. Click into the 'Settings' tab

2. Go into the 'Logbook' settings. 

3. Select the 'Benefit' logbook

4. Click the pencil icon to edit:

5. Type in your new training course in the 'Items' text box and click the return/enter key on your keyboard to add it.

6. Click 'Add' to add the field changes.

7. Click 'Save' to save all changes to this logbook.

--Printing and reporting on this information--

Although you are unable to directly print information from the logbook, you can build a query report on this, export and print from there.

To learn more on how to build a query, please see: http://help.peoplehr.com/reports-queries-data/queries-how-to-create-a-query 

Thanks,

Customer Services Team

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