1. Add Benefit Summary


1. Go to the Settings page, then click the Benefit Summary button.


 

2. In the Add Benefit Summary page, fill in the following fields with the desired data:

  • Benefit Title
  • Benefit Categories
  • Benefit Sub-Categories
  • Metric Type
  • Roll Up
  • Column 1
  • Show Column 2



 

NOTE:  If you want to show another Calculation column, tick on the Show Column 2 checkbox and a Column 2 field is displayed.


 

3. After filling up all details, click the Add button.


 

4. The Benefit Summary Item is successfully added in the list.
NOTE: You can add until 3 Benefit Summary Items.


 

5. Go back to the Benefits Tracking module, and the new Benefit Summary Item is displayed.