Cat. I. Private medical

"How do I record company provided medical benefits for an employee?"

When your company provides private medical or dental benefits for an employee, it's considered a "Benefit-in-kind". However, some private medical or dental benefits are exempt.

To learn more:

• About which private medical or dental benefits are exempt, go to GOV.UK.
• If the medical benefit you're providing IS EXEMPT, go ahead and provide the benefit tax-free. In other words, there's nothing to set for the employee's pay.
• However, if it's NOT EXEMPT you'll need to add it as a repeating: "Benefit-in-kind"

To add a private medical or dental benefit to an employee's pay, as a repeating "Benefit-in-kind":

1. First, select the person who's getting the private medical or dental benefit on: "Menu", then "People"
2. To make a new repeat payable, go to: "Pay", then "Pay settings"
3. And scroll down to the "Repeat payables ... personal" heading.
4. Then tap: New repeat payable
5. Next, tap: Benefit-in-kind
6. Then decide from the benefit-in-kind suggestions, or tap "type directly" (at the top) to type in your own short description.
7. Then type in how much the monthly cost, and tap: Next
8. Next, select the monthly time frame: "Amount type"
9. By default, "Arranged by" is already set to: "Company"
10. Then scroll down and tap the "Advanced" heading.
11. Optionally, if there's a co-pay, or a monthly amount that the person's agreed can be deducted from their pay, enter that also in: "Employee deducted co-pay"
12. Then tap: Save
13. Then on the repeat payable, tap the "see on payslip" link.
14. You'll now see an amount showing under: "Benefits-in-kind ... company arranged"
15. And if you hover your mouse over the amount, you'll see a breakdown of the calculation.
16. There may have been a co-pay, or an amount that the person's agreed can be deducted from their pay. If so, you'll also see that amount showing as "Employee deducted co-pay" with its own notes when you hover.
17. Then if you tap the "Next payslip" circle, you'll see the same amounts repeated on every payday. Including "Benefit-in-kind" and: "Employee deducted co-pay"
18. If you later decide you want to remove, or stop the repeating "Benefit-in-kind", tap its "Edit" button:
19. And finally, you can change any part of it, including changing the "Ends on" date to finish earlier, if required.

Keep in mind that:

• The co-pay amount is automatically set to be deducted from the person's payslip.
• So because the person's paying for it from their payslip, you don't have to separately collect the co-pay amount from the person.
• Also, in some cases, the employee has themselves paid for the private medical or dental cost, and is asking the company for a once-only reimbursement.
• To add a once-only "Benefit-in-kind" reimbursement, watch the video on: One-off benefit-in-kind

To also learn more:

• About when to set "Arranged by" to "Company" or "Employee" for medical benefits, go to GOV.UK.
• And to learn more about deleting or un-deleting a repeat payable, watch the video on: Deleting a repeat payable

And that's it! That's all you need to do to add an employee's private medical or dental benefit!