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Create, edit or delete a benefit type

Create, edit or delete a benefit type.

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Written by Harry Ledger
Updated over 2 months ago

Create a benefit type

To create a new benefit type, follow these steps.

  1. Under Benefits, click Lookups.

  2. Click Benefits, then Benefit Types.

  3. Click New.

  4. Fill in all the required details.

  5. Click Save.


Amend a benefit type

To amend a benefit type, follow these steps.

  1. Under Benefits, click Lookups.

  2. Click Benefits, then Benefit Types.

  3. Click on the benefit type you want to amend.

  4. Make the necessary changes, then click Save.


Delete a benefit type

To delete a benefit type, follow these steps.

  1. Under Benefits, click Lookups.

  2. Click Benefits, then Benefit Types.

  3. Select the benefit type you want to delete.

  4. Click Delete.

  5. Click Yes to confirm.

  6. Click OK to complete the deletion.

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