Instructions

To set up benefits in Jane Payroll, you'll create each benefit type at the account level and then assign it to the staff members it applies to. Once set up, Jane automatically calculates deductions and contributions when you run payroll.

📣 Heads up: Benefits can only be assigned to employees, not contractors. If a staff member is set up as a contractor, the Benefits section won't appear on their profile.

Setting up a benefit

1. Go to Billing > Payroll.
2. Select the Account tab.
3. Scroll to the Benefits section and click Edit.

4. Click + Add benefit.
5. Choose a benefit category:
   • Health benefits
   • Retirement benefits
   • Other benefits
6. Select the benefit type from the list (for example, private health care, dental care, or vision care).

7. Click the pencil icon to customize the benefit name if you'd like.

8. Choose whether contributions should be calculated per pay period or as a fixed amount spread across pay dates in a given month.
9. Indicate whether the benefit includes a worker deduction, an employer contribution, or both.
10. For each (worker deduction and employer contribution), choose whether the amount is a percentage of gross pay or a fixed amount, and specify whether there is an annual limit.
11. Click Save.

🩵 Jane Tip: For consistent deductions and contributions across all pay dates, select Per Pay Period. To find your per pay period amount, divide your total annual amount by the number of pay periods in the year.

🩵 Jane Tip: If you don't see the Benefits section, you're likely still completing initial payroll onboarding (for example, setting up your bank account). Once you've completed the onboarding checklist, the Benefits section will appear in the Account tab.

Assigning a benefit to a staff member

Once you've created your benefits, assign them to each staff member they apply to.

1. Open the staff member's profile.
2. Go to Payroll > Benefits and click Edit.

3. Click Add benefit.
4. Choose the benefit category.
5. Choose the benefit type you created.
6. Select Default policy to use the pre-set amounts, or adjust the values if this staff member's benefit differs from the default.
7. Click Save.
8. Repeat for each staff member.

What to Expect

When you run payroll, Jane automatically calculates employee deductions and employer contributions based on your benefit setup. Staff will see these deductions and contributions broken down on their pay stubs.

Important Notes

• Benefit names can't be edited after the benefit is saved. Double-check the name before saving. If you need to rename a benefit later, you'll need to delete it and create a new one.
• Benefits can only be deleted if they haven't been assigned to any staff member or included in a payroll run.
• Benefits can only be assigned to employees. Contractors are not eligible for benefits in Jane Payroll.
• Each benefit starts with the default settings you created, but you can adjust the values for an individual staff member if their benefit differs from the default.
• If you need help setting up a benefit or can't find a benefit type you need, reach out to the payroll support team at [email protected].

Related Guides

• Payroll Guide Hub
• How to Set Up and Assign Pay Types in Jane Payroll
• Before You Run Your First Payroll in Jane