Configure Benefit Policies and Packages

Purpose

This article explains how to configure Benefit Policies within the Compensation Packs module.
It describes how to create and maintain both Benefit Package Types and Benefit Packages, which define the benefits available to employees according to company rules, career levels, or contract types.

Goal: Establish structured and standardized benefit configurations for consistent remuneration management.

Overview

Benefit Policies are the foundation of the company’s non-salary compensation structure.
They define all available benefits — such as allowances, insurance plans, or corporate resources — and group them into configurable packages.

The configuration process includes two main steps:

Creating Benefit Package Types (to categorize benefit groups).
Creating Benefit Packages (to define individual benefits and assign them to areas, functions, or categories).

Access Path

Control Center → People Management → Compensation Packs → Benefit Policies

Step 1 – Create a Benefit Package Type

A Benefit Package Type defines the general category of benefits available within the organization (e.g., Allowances, Insurance Policies, Corporate Fleet).

To create a new Benefit Package Type:

Click Add Benefit Package Type.
In the pop-up window, fill in the required fields:

Field	Description
Name*	Enter a unique name for the benefit type (e.g., Insurance Policies).
Company	Select the applicable company or choose Tenant-Wide if the benefit applies globally.

Click Save or Save and New to add another record.

✅ The new Benefit Package Type will now appear in the list and can be linked to specific benefit packages.

💡 Tip: Define clear and consistent naming conventions to simplify package management across companies or departments.

Step 2 – Create a Benefit Package

A Benefit Package groups one or more benefits under a specific type and links them to organizational contexts such as Areas, Functions, or Career Levels.

To create a Benefit Package:

Click Add Benefit Package.
In the form, complete the required details:

Field	Description
Name*	Enter a name for the package (e.g., Global Benefits Package).
Company	Choose Tenant-Wide or a specific company.
Type*	Select the related Benefit Package Type (e.g., Allowances).

Click Save to create the package.
Once created, open the package and click Add Benefit to define individual benefits.

Step 3 – Add Individual Benefits

Each Benefit within a package defines a specific allowance or advantage offered to employees.

In the Add Benefit window, fill in the following details:

Field	Description
Name*	Enter the benefit name (e.g., Meal Allowance, Health Insurance).
Related To*	Define the applicable element (e.g., Contract, Employee).
Attributes	Optional classification or tag that groups benefits by category or policy. Useful for filtering and reporting
Retention Period	Number of months or days the benefit remains valid.
Payment Strategy	Choose the payment rule (e.g., Standard or Custom).
Plan	Selects the specific plan associated with the benefit (e.g., Health Plan A, Insurance B)
Departments / Areas / Functions / Categories	Select where the benefit applies.
Country / Currency*	Define the geographic scope and payment currency.
Benefit Value	Toggles between fixed and percentage-based configuration. When enabled, allows setting a benefit as a percentage of base salary or another reference.
Minimum / Maximum	Defines the benefit’s value range — useful for variable or performance-based benefits
Periodicity	Frequency of benefit allocation or payment (e.g., Monthly, Quarterly, Annually). Determines how often the benefit is calculated

💡 Tip: Align each benefit’s configuration with company policies and legal requirements.

✅ Once saved, the benefit will appear under the selected package and can be referenced in contracts or employee records.

Important Notes

Ensure each Benefit Package Type is unique to avoid reporting conflicts.
Benefits must be correctly linked to Areas, Functions, and Categories for accurate eligibility mapping.
Modifications to existing packages may affect active contracts — review dependencies before saving changes.

⚠️ Editing or deleting benefit records may impact payroll or HR reports if already in use.

Best Practices

💡 Recommendations for maintaining Benefit Policies:

Regularly review benefits for compliance and relevance.
Standardize naming conventions for packages and types.
Validate that all packages are linked to valid career levels and contract templates.
Use audit logs to track updates for governance and compliance.

📋 Summary

Action	Description	Outcome
Add Benefit Package Type	Create a new category for benefit policies.	Type available for package creation.
Add Benefit Package	Define a group of benefits under a selected type.	Package available for linking to roles or contracts.
Add Benefit	Configure individual benefit rules and attributes.	Benefit assigned to relevant areas or categories.

About Compensation Packs
Contract – Benefits (cross-link for benefit assignment)
Contract – Payroll (to align benefits with salary impact)
Contract – Cost Management (for cost allocation)
Configure Areas, Functions & Categories (cross-link from Career, if benefits vary by role)

✅ Configuring Benefit Package Types and Benefit Packages ensures structured and compliant management of non-salary compensation across all employee levels and companies.

Configure Benefit Policies and Packages