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 Knowledge Base

How to Add a New Social Insurance Plan and Set Employee and Company Contribution Ratios and Associated Accounts

Instructions for adding a new social insurance plan and linking it to the employee.

  1. Access the Employees section:

    • From the Payroll dropdown menu, select Employees.
  2. Navigate to Social Insurance:

    • Click on Social Insurance from the top of the page.
  3. Add a new social insurance plan:

    • Click on Add new social insurance plan.
  4. 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.
  1. 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.
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