Clone a Benefit

In Workmax, you can clone a benefit to create a new benefit with similar details. To clone a benefit in Workmax, follow these steps:

1. Sign in to your "Workmax" account with an admin account.
2. Go to the "Expenses & Benefits" section.
3. Click on the "Benefits" tab.
4. Select the benefit you want to clone.
5. Update the benefit details.
   • Name
   • Declaration, choose from the options:
     • "P11D": The benefit is included in the employee's P11D form.
     • "PAYE": The benefit will be taxed through PAYE.
   • Type, choose from the options:
     • "Accommodation"
     • "Expenses Paid"
       • Expense Type, choose from the options:
         • "Entertainment"
         • "Home Telephone"
         • "Non-Qualifying Relocation"
         • "Other"
         • "Travel and Subsistence"
     • "Assets Transferred"
       • Assets Transferred description, choose from the options:
         • "Cars"
         • "Multiple"
         • "Other"
         • "Precious Metals"
         • "Property"
     • "Car"
       • Make
       • Model
       • Registration number
       • Date of first registration
       • List price including Standard Accessories
       • Non-standard accessories
       • Has approved CO2 emissions
       • CO2 emissions
       • Fuel type, choose from the options:
         • "Diesel 6D - F"
         • "Diesel Non 6D - D"
         • "Other - A"
       • Engine size in cc (cubic centimeters)
       • Zero emission mileage
       • Employee capital contribution
       • Did you provide fuel for private use?
       • Date of fuel was first provided
       • Cash equivalent fuel benefit
       • Did you withdraw the car during the year?
       • Date of withdrawal
       • Was the car unavailable for more than 30 consecutive days?
       • How many days was the car unavailable?
     • "Assets placed at employee's disposal"
       • Assets placed at employee's disposal description, choose from the options:
         • "Aircraft"
         • "Boat"
         • "Corporate Hospitality"
         • "Holiday Accommodation"
         • "Multiple"
         • "Other"
         • "Timeshare Accommodation"
     • "Entertainment"
     • "Interest-Free and Low-Interest Loans"
       • Loan starting balance
       • Loan closing balance
       • Interest paid
       • Official rate of interest
       • Interest rate provided to employee
       • Number of joint borrowers
     • "Medical"
     • "Mileage Allowance"
     • "Other Items"
       • Other Items description, choose from the options:
         • "Education Assistance"
         • "Multiple"
         • "Non-Qualifying Relocation"
         • "Other"
         • "Stop Loss Charges"
         • "Subscriptions and Professional Fees"
     • "Payments made on behalf of the employee"
       • Payments made on behalf of the employee description, choose from the options:
         • "Accountancy Fees"
         • "Domestic Bills"
         • "Multiple"
         • "Other"
         • "Private Car Expenses"
         • "Private Education Fees"
         • "Season Tickets"
     • "Qualifying Relocation"
     • "Services"
     • "Vans"
     • "Vouchers and Credit cards"
   • Benefit available from
   • Benefit available to
   • Benefit annual value
   • Benefit cash equivalent
   • Is the benefit a rolling benefit?
6. Click on the "Save & continue" button.
7. Select the employees who will receive the benefit.
8. Click on the "Save & continue" button.
9. Review the benefit details.
10. Click on the "Save" button.

Workmax will now clone the benefit and create a new benefit with the updated details. The new benefit will be available for use in your account. If you have any questions or need help, please contact Workmax Support.