Troubleshooting Premium Deletion and Creation in Accounting Settings

Issue:

A user needs to delete premiums and set up a new one-time recognition premium.

Solution:

1. Deleting premiums

Currently, our system does not support outright deletion of premiums due to database integrity and security concerns. Instead, you can effectively "delete" a premium by renaming it. Follow these steps to rename a premium to indicate it should no longer be used:

• Go to the Visit dialogue and go to the Premiums tab.
• Choose the premium you want to deactivate.
• Add a prefix such as “ZZZ” or “DoNotUse” to the name of the premium. This ensures it is not used in future transactions but remains in the system for historical purposes.
• Save the changes.

2. Setting up a new premium

To set up a new one-time recognition premium, follow these steps:

1. To set up a new one-time recognition premium

• Navigate to Employee Profile > Timesheets & Premiums > Premiums.
• Click +New Premium.
• In the dialogue, choose a premium, select the employee, enter the quantity, date, and optionally a description.
• Enter the desired amount ($100) and configure it as a one-time recognition bonus.
• Save the premium.

2. Alternatively, you can add a premium during payroll setup

• In the Payroll Period, go to Approve visits and select Daily Premiums.
• Click +New Premium.
• Choose the premium, select the employee, and enter the details.
• Set the amount to $100 and configure it as a one-time recognition bonus.
• Save the premium.

For guidance on adding a daily premium, refer to this article.