Benefits Tab
Overview
The Benefits Tab allows you to manage all non-salary compensations assigned to an employee through their contract.
Benefits are assigned using Benefit Packages, previously configured in:
👉 Configure Benefit Policies and Packages
Each package contains predefined benefit items, values, and rules, ensuring consistency, compliance, and alignment with company policies.
Landing Page


The Benefits Tab is divided into four sections:
- Distribution
- Employee Choice
- Company Default
- Company Assigned
Each tab represents a different benefit assignment logic and is directly linked to the Benefit Category.
Benefits Summary (Totals)




Each section displays aggregated values:
| Field | Description |
|---|---|
| Distribution Amount | Value allocated for distribution purposes |
| Total Amount | Total value of all assigned benefit packages |
| Total Active Amount | Value of currently active benefits |
💡 These values are automatically calculated based on the assigned Benefit Packages.
Evolution Section
Each tab includes an Evolution section that tracks benefit assignments over time.
Example:

The Evolution section:
- Displays all assigned Benefit Packages
- Shows start date and total value
- Identifies the current active package
- Provides historical traceability
Adding Benefit Packages
Step 1: Select the Appropriate Tab
Choose where to assign the benefit:
-
Employee Choice → flexible benefits
-
Company Default → standard benefits
-
Company Assigned → targeted benefits

Step 2: Click “Add Package”

Step 3: Configure Package Header

Define:
| Field | Description |
|---|---|
| Fiscal Year | Reference period for the benefit allocation |
| Process Type | Context (e.g., Contracting Process) |
| Start Date / End Date | Validity period of the package |
| Amount | Total allocated value |
Step 4: Add Benefit Items
You have two options:
Option A: Add Manually

-
Click Add New
-
Select:
- Benefit Package
- Benefit Package Item
-
Adjust values if needed (within limits)
Option B: Import from Existing Packages

-
Click Import
-
Select predefined benefit packages
-
Click Apply

💡 Importing allows faster assignment using predefined configurations.
Step 5: Save
-
Click Add or Add and New
Behavior by Tab
| Tab | Behavior |
|---|---|
| Employee Choice | Manual selection of flexible benefits |
| Company Default | Standard benefits (usually preconfigured) |
| Company Assigned | Targeted benefits defined by the company |
| Distribution | Financial allocation (no package assignment) |
Key Functional Behavior
- Benefits are assigned via Benefit Packages (or individual entries)
- Values and limits are enforced from package configuration
- The system automatically calculates totals
- The Evolution section tracks all changes
- Import functionality enables reuse of predefined packages
Best Practices
- Always configure benefits in Benefit Packages first
- Use Import to ensure consistency and save time
- Validate dates to avoid overlapping or invalid assignments
- Regularly review the Evolution section for accuracy
- Use the correct tab to ensure proper classification
💡 Tip
If a benefit package is not available for selection:
Check that:
- It is Active
- It belongs to the correct category
- The employee meets the eligibility criteria
- The validity dates are correct
Related Articles
Configure Benefit Policies and Packages
Contract – Payroll
Contract – Cost Management
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