Help CenterOverview
Benefit Packages define structured groups of benefits that can be assigned to employees through their contracts.
Each package contains one or more benefit items, with predefined values, limits, and eligibility rules.
Benefit Packages ensure that compensation components are:
- Standardized across the organization
- Easy to assign and manage
- Fully aligned with company policies
💡 Benefit Packages are a prerequisite for configuring benefits in employee contracts.
Access Path
People Management → Compensation Packages → Benefit Packages
This configuration area is typically managed by HR administrators or compensation managers.
Benefit Packages Overview
The Benefit Packages landing page displays all configured packages.
Each record represents a reusable set of benefits that can be assigned to employees.
The list includes:
| Field | Description |
|---|---|
| Name | Name of the benefit package |
| Companies | Organizational scope (e.g., tenant-wide or specific companies) |
| Category | Defines how the package is used (Company Default, Company Assigned, Employee Choice) |
| Start Date / End Date | Validity period of the package |
| Status | Indicates if the package is Active or Inactive |
| External Identifier | Optional reference for integrations |
Creating a Benefit Package
1. Click Add Benefit Package
2. Define General Information
| Field | Description | Notes |
|---|---|---|
| Name | Package name | Mandatory |
| Companies | Scope of the package | Can be tenant-wide or restricted |
| Start Date / End Date | Validity period | Controls availability |
3. Define Package Category
A package must belong to one category:
| Category | Description |
|---|---|
| Company Default | Automatically provided to all employees |
| Company Assigned | Assigned by the company to specific employees or groups |
| Employee Choice | Selected by the employee (flexible benefits) |
💡 Only one category should be active per package.
4. Save the Package
Click Save or Save and New
Managing Benefit Items
Each package is composed of one or more benefit items.
Items Tab
| Field | Description | Notes |
|---|---|---|
| Benefit | Type of benefit (e.g., Insurance) | Pulled from predefined list |
| Currency | Currency of the benefit | Required for calculations |
| Type | Defines how value is applied (e.g., Fixed) | Impacts calculation logic |
| Value | Default value of the benefit | Can be constrained |
| Minimum Value | Lower allowed limit | Optional |
| Maximum Value | Upper allowed limit | Optional |
How to Add Items
-
Navigate to the Items tab
-
Click Add New
-
Define benefit details
-
Save
💡 Multiple items can be added to the same package.
Eligibility Rules
Eligibility defines who can receive the benefit package.
Eligibility Criteria
You can restrict packages based on:
- Companies
- Departments
- Areas
- Functions
- Categories
- Countries
💡 If no criteria are defined, the package is considered globally available within its scope.
Documents
The Documents tab allows attaching supporting files to the benefit package.
Examples:
- Policy documents
- Legal agreements
- Internal guidelines
Key Functional Behavior
- Benefit Packages act as templates for contract benefits
- Packages must be Active to be available for assignment
- Eligibility rules control visibility and applicability
- Values and limits defined here are enforced during assignment
- Categories determine how packages appear in the Contract Benefits Tab
Best Practices
- Use clear and standardized naming conventions (e.g., “Benefit Package 2026 – Standard”)
- Always define value limits to prevent inconsistent assignments
- Use Company Default for baseline benefits
- Use Employee Choice for flexible benefit programs
- Regularly review eligibility rules to ensure correct targeting
💡 Tip
Design Benefit Packages as reusable templates, not one-off configurations.
This ensures:
- Faster contract setup
- Better governance
- Consistent employee experience
Related Articles
Contract - Benefits
Contract – Payroll
Contract – Cost Management