Configure Benefit Packages

Purpose

Benefit Packages allow organizations to group one or more employee benefits into reusable compensation packages that can be assigned through employee contracts.

Each package defines:

The benefits included in the package
How each benefit is valued
Eligibility rules for each benefit
How the package is assigned within the organization

Using Benefit Packages helps standardize employee compensation while supporting both company-managed and employee-selected benefit programs.

💡 Benefit Packages are a prerequisite for assigning benefits in employee contracts.

Access Path

People Management → Compensation Packages → Benefit Packages

This configuration area is typically managed by HR administrators or compensation managers.

Overview

Benefit Packages act as reusable templates for employee benefits.

Each package may contain one or more benefit items, where each item defines:

The benefit to be granted
The calculation method
Value or value limits
Eligibility criteria

Packages can be configured to be automatically assigned by the company or selected by employees as part of a flexible benefits program.

Process Overview

Configuring a Benefit Package typically consists of the following steps:

Create the Benefit Package.
Configure the package information.
Select the package category.
Add one or more benefit items.
Define eligibility rules for each benefit item.
Attach supporting documentation (optional).
Save the package.

Benefit Packages Landing Page

The landing page displays all configured Benefit Packages available in the system.

Each record represents a reusable package that can later be assigned through employee contracts.

The list includes:

Field	Description
Name	Name of the benefit package
Companies	Company or organizational scope where the package is available
Category	Defines how the package is assigned
Start Date	Date from which the package becomes available
End Date	Package validity end date
Status	Indicates whether the package is Active or Inactive

From this page you can:

Create a new Benefit Package
Open existing packages
Filter and search packages
Export the list
Show or hide deleted records

Creating a Benefit Package

Click Add Benefit Package.

Complete the general information.

Field	Description	Notes
Name	Benefit Package name	Mandatory
Companies	Defines the organizational scope	May be Tenant-Wide or company-specific
External Identifier	Optional identifier for integrations	Optional
Start Date	Date from which the package becomes available	Mandatory
End Date	End of the package validity	Optional
Description	Additional package information	Optional

💡 Fields marked with a red asterisk (*) are mandatory.

Selecting the Package Category

Each Benefit Package must be configured with one assignment category.

The available categories are:

Category	Description
Company Default	Automatically provided to all employees in the company.
Company Assigned	Granted by the company to specific employees based on role, performance, or status.
Employee Choice	Chosen by the employee, allowing them to use a set budget or select preferred options.

Only one category should be enabled for each package.

The selected category determines how the package becomes available during employee contract management.

Managing Benefit Items

Each Benefit Package contains one or more Benefit Items.

Benefit Items define the individual benefits included in the package together with their calculation rules.

Click Add New to create a new benefit item.

Each item contains the following information:

Field	Description
Benefit	Benefit to be included in the package
Currency	Currency used for the benefit value
Type	Defines how the benefit value is calculated
Fixed Value	Fixed amount granted to the employee
Minimum Value	Lowest value allowed
Maximum Value	Highest value allowed

Multiple benefit items can be configured within the same package.

Benefit Value Types

Benefit Packages support different value calculation methods depending on the selected Type.

Fixed

A single predefined amount is assigned to the benefit.

Example:

Insurance → 900 EUR

Ranged

The benefit value can vary within a predefined interval.

Example:

Car Allowance → Minimum 500 EUR, Maximum 950 EUR
Bonus → Minimum 500 EUR, Maximum 3000 EUR

💡 The available fields depend on the selected Type.

Configuring Eligibility

Eligibility determines which employees are allowed to receive each Benefit Item.

Eligibility is configured individually for each benefit by selecting the Eligibility option within the item.

The following criteria can be used:

Criteria	Purpose
Companies	Restrict by company
Departments	Restrict by department
Areas	Restrict by organizational area
Functions	Restrict by job function
Categories	Restrict by employee category
Countries	Restrict by country

If no restrictions are configured, the benefit is considered available to all employees within the package scope.

Managing Documents

The Documents tab allows supporting documentation to be associated with the Benefit Package.

Typical examples include:

Internal benefit policies
Legal documentation
Employee guidelines
Benefit provider documentation

Best Practices

Use meaningful and standardized package names.
Configure only one assignment category per package.
Define value limits whenever applicable.
Configure eligibility rules only when restrictions are required.
Review package validity dates regularly.
Keep supporting documentation up to date.

💡 Tip Design Benefit Packages as reusable compensation templates rather than creating packages for individual employees.

This approach improves consistency, simplifies contract management, and reduces maintenance effort across the organization.

Contract – Benefits
Benefit Types
Benefits Catalog
Compensation Packages