How do I change the default setting to use the job number to calculate benefits? (2025.02)
The default setting will use the job number to calculate benefits.
Linking a benefit to a job number is typically done for tracking, allocation, and reporting purposes. Here are a few examples of why an employer may choose to use job numbers:
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Accurate job costing. Helps allocate benefit expenses (for example, health insurance, retirement contributions, or PTO) to specific jobs or projects.
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Billing and reimbursement. Allows for better cost analysis and profitability tracking per job.
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Compliance and audits. Some contracts require detailed tracking of wages and benefits per job to ensure compliance with labor laws. Linking benefits to job numbers simplifies reporting and auditing.
To use this option, Connect Project Accounting must be installed and the job number for tracking benefits needs to be set up. [More]
This option is available in the 2025.02 release.
Calculating benefits with job number
1. Open Connect Payroll > Employees > Calculate Payroll.
2. Click Options (F12).
3. In the Benefits section, click to select Calculate with job number.
4. Click Save (CTRL+S).
Calculating benefits without job number
1. Open Connect Payroll > Employees > Calculate Payroll.
2. Click Options (F12).
3. In the Benefits section, click to remove the checkmark from the Calculate with job number checkbox.
4. Click Save (CTRL+S).
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