To process the Medical Fund and Dental Fund report, complete the steps below. The steps depend on whether you use the Modern View or the Classic View of Access UBS.
Classic View
To key in and process the medical and dental fund in UBS Payroll for Classic View:
To view the report and details for Medical & Dental Fund given or taken, at Personnel, Personnel Reports – Fund Given / Taken.
To input the given amount for either Medical or Dental Fund, at Personnel – Update Leave / Fund Entitled and input the amount accordingly to either M.Fund or D.Fund, and Exit once done.
To process the amount (to utilize), @ Normal Pay - Other tab – under Other Benefit for Medical Fund or Dental Fund, enter the amount, save, and process the pay. The details will appear at Personnel Reports - Fund Given / Taken.
Modern View
To key in and process the medical and dental fund in UBS Payroll for Modern View:
Open the UBS Payroll.
Choose the Employees Tab, more action, updates and Leave/Fund entitled.
Choose the Leave/Fund entitled and generate.
Key in the M.Fund (Medical) and D.fund (Dental).