Importing Fringe Benefit, Earning and Deduction Rules

This Benefits Import File Template lets you define benefit, earning, and deduction rules used in union reporting, fringe credit validation, and payroll processing.

Required Fields

Column	Description
Name	Descriptive name for the rule (e.g., Pension, Health & Welfare)
Code	Short code used to reference this rule (e.g., PEN, VAC)
Type	Choose one: info, earning, or deduction
Amount	Numeric amount tied to the rule (e.g., 2.5, 1.25)
Calculation Method	Choose from: hours worked, pay gross, pay total

Optional Fields

Use these fields to create rules that only apply to specific workers or groups:

Column	Description
Union No.	Applies rule to employees in the listed union(s)
Employee ID	Applies rule to a specific employee
Job No.	Applies rule to a specific job
Position/Class	Applies rule to a position or classification
Start/End Date	Limits the rule to a date range
Notes	For internal reference only

Fringe Credit Flag

Column	Description
Fringe Credit	Mark yes to indicate this rule offsets the required fringe benefit amount (e.g., employer-paid training fund in CA)

Best Practices

• Use info type for union-reported benefits that don’t affect pay
• Use earning for taxable wages that should appear in payroll
• Use deduction for employer-managed withholdings
• Only mark Fringe Credit as yes if the benefit directly reduces the required prevailing wage fringe amount

Examples

• A Pension rule that applies to all union members and is calculated as 2 hours worked
• A job-specific App Fund rule that qualifies as a fringe credit
• A Vacation deduction that calculates 2.5% of gross pay