Allocate and review employee benefits
Find the correct employee benefit evidence record and review its payroll treatment.
Find the right record4 sections
Use employee-master evidence records to describe benefits that payroll can value or review. The Benefits section has different record types because a vehicle assignment, housing benefit, loan, and one-time asset transfer require different facts.
Find the right record
| Benefit | Evidence to prepare | Employee form group |
|---|---|---|
| Motor vehicle or housing | Vehicle identifier, private-use dates, and engine capacity; or rental value, employee contribution, and valuation source. | Benefits — motor vehicle or housing assignment |
| Education, data or airtime, furniture, food or board, utilities, beneficial loan | The relevant beneficiary or asset, employer cost or value, employee contribution where applicable, currency, and effective period. | Benefits — the matching evidence group |
| Passage, share option, asset transfer, other non-cash benefit | The event, date, beneficiary or asset, valuation facts, and supporting approval where required. | Benefits — the matching event record |
| Approved exempt non-cash benefit | Evidence for the pack-approved treatment and the benefit valuation. | Benefits — approved exempt non-cash benefit |
| Employer-paid medical treatment or refund | Employer-paid amount, beneficiary, treatment purpose, benefit and payment dates. | Medical & Dependants — employer medical benefit |
Record and review
- Open the matching benefit group
Open Employees, choose Edit employee, and find the matching group in Benefits or Medical & Dependants.
- Record the benefit evidence
Add a record for the benefit type. Enter the requested identifier, dates, currency, value or contribution, and valuation or approval evidence. Use the record’s own labels; different benefits require different facts.
- Save the employee
Save the record and select Save changes on the employee form. Resolve any validation or statutory readiness message.
- Inspect the saved benefit
Open View details and inspect Allocated Benefits or Medical Aid & Health Claims. Confirm that the saved record and effective dates match the source evidence.
- Review the payroll treatment
Review a new payroll calculation or monthly net earnings preview. A taxable non-cash benefit may affect taxable income without increasing cash take-home pay.
When the result differs from expectation
Check the benefit’s effective dates, currency, valuation evidence, approval state, and the active statutory pack. Then inspect the calculation lines to see whether the record was included and how it was treated. Do not create a second generic transaction simply to force the expected total.
Important boundaries
Use the dedicated employee-master group when payroll needs benefit facts. Recurring payroll inputs serve a different purpose and should not duplicate the same benefit value.