Instructions for adding a new social insurance plan and linking it to the employee.
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Access the Employees section:
- From the Payroll dropdown menu, select Employees.
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Navigate to Social Insurance:
- Click on Social Insurance from the top of the page.
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Add a new social insurance plan:
- Click on Add new social insurance plan.
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Fill in insurance information:
- Fill in all required fields such as:
- Insurance name (in Arabic and English).
- Employee and company share ratio.
- Enter employee share and company share.
- Linked accounts:
- Expense account to record insurance costs.
- Liabilities account to record accrued obligations.
- Fill in all required fields such as:
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Save the plan:
- Click the Save button to complete adding the insurance plan.
- After saving, the plan details will appear in full with the ability to edit it at any time.
Additional notes:
- You can repeat the steps to add multiple insurance plans according to employee needs.
- Ensure the accuracy of inputs to ensure proper calculation of insurance and correct linking.