Step 1: Create a Benefit

Attracting and retaining top talent is a challenge for many businesses, and offering unique employee benefits is a smart way to stand out.

Unless you've been off the grid on a tropical island (in which case, we’re jealous), you’ve probably noticed a shift in the job market. Salary alone isn’t enough—today’s employees are looking at the full package when choosing where to work.

That’s where Humi Payroll comes in. We make it easy to set up, manage, and report on employee benefits—so you can focus on keeping your team happy.

How to Create a Benefit

1. In Payroll, go to the Benefits & Deductions tab and select Benefits from the dropdown. This will take you to the Benefits page, where you can view and edit all existing payroll benefits.

   From here, you can:

   • Create a new benefit

   • Request a custom benefit

   • Add employees to benefits

   Click + Create Benefit in the top-right corner to create a new benefit.

2. Select the Benefit Type from the drop-down. This is important because it tells Humi how to tax the benefit and ensures it'll be in the correct spot on your employee's T4. 
   
   

   The Benefit Types available to choose from are:

   Medical/Health Critical Illness Dental Vision STD LTD Life Insurance Dependent Life Insurance AD&D

   Profit Sharing Defined Benefit Pension Plan Defined Contribution Pension Plan TFSA RRSP (Non-Restricted) RRSP (Restricted) Taxable Benefit (In Cash) Taxable Benefit (Non-Cash)

3. After selecting the Benefit Type, the next step is to give your benefit a Name.

   📌 Important: The name you enter will appear on all pay stubs and payroll reports, so choose something clear and recognizable.

4. You'll also need to enter the applicable GL codes for the benefit.
   

   Adding GL Codes

   Not sure about the GL codes right now? No problem! You can leave them blank and update them later by:

   1. Going to Benefits, selecting the benefit you created, and clicking Edit.

   2. Adding them in Journal Entry Report Settings (Reporting > Payroll > Journal Entry Report > Report Settings).