Purpose

The Edit Contract Benefit Packages feature allows administrators to update Benefit Package values for multiple employee contracts in a single operation.

By using a guided wizard, administrators can identify eligible contracts, select the Benefit Items to be updated, define new values and validity periods, and apply the changes consistently across a selected employee population. This significantly reduces manual effort while ensuring data consistency throughout the organization.

Access Path

People Management → Contracts → Edit Contract Benefit Packages

Overview

The Edit Contract Benefit Packages wizard guides administrators through a structured seven-step process to safely update Benefit Package values across multiple employee contracts.

Throughout the process, the wizard validates the selected Benefit Packages, Benefit Items, Contracts, and currencies to ensure that only compatible records can be updated.

Typical use cases include:

Annual benefit reviews.
Salary and compensation adjustments.
Company-wide benefit updates.
Applying new benefit values to groups of employees.
Correcting or standardizing Benefit Package values across multiple contracts.

Prerequisites

Before starting, ensure that:

You have permission to manage Contract Benefit Packages.
Benefit Packages and Benefit Items have already been configured.
Employee contracts exist for the selected company.
The selected contracts and Benefit Packages use the same currency.
The required Benefit Items are available and active.

Wizard Steps

Step 1 – Company & Currency Filters

Select the company and currency that will be used throughout the process.

These selections act as the primary filters and ensure that only compatible Benefit Packages and Contracts are available during the remaining steps.

Available Fields

Field	Description
Company	Company whose employee contracts will be updated.
Currency	Currency shared by both the selected Benefit Packages and employee contracts.

Both fields are mandatory.

Step 2 – Benefit Filters

Define the criteria used to locate the Benefit Packages and Benefit Items that should be updated.

Benefit Package Filters

Name
Status
Categories

Benefit Item Filters

Benefits
Departments
Areas
Functions
Categories
Countries

All filters are optional and may be combined to narrow the search results.

Step 3 – Benefits

Review the Benefit Items that match the selected filters.

The grid displays information including:

Benefit Package
Benefit Package Item
Fixed Value
Minimum Value
Maximum Value

Select one or more Benefit Items to continue.

Step 4 – Contract Filters

Define the criteria used to identify the employee contracts that will receive the selected Benefit Package updates.

Available Filters

Departments
Areas
Functions
Categories
Statuses
Managers
People

Multiple filters can be combined to target a specific employee population.

Step 5 – Contracts

Review and select the employee contracts that will be updated.

The grid displays information such as:

Employee ID
Person
Contract Start Date
Contract End Date
Contract Status

Select one or more contracts to continue.

Step 6 – Configure Values

Configure how the selected Benefit Items will be applied to the selected contracts.

Value Assignment Options

Option	Description
Manual Value	Enter individual values for each selected Benefit Item.
Minimum Value	Automatically applies the configured minimum value.
Maximum Value	Automatically applies the configured maximum value.
Override Value	Applies a common value defined by the user to all selected records.

Additional Configuration

Field	Description
Fiscal Year	Fiscal year associated with the update.
Process Type	Defines how the selected Benefit Package values will be processed when applied to the employee contracts.
Start Date	Effective start date of the new values.
End Date	Optional end date for the assigned values.

Before proceeding, review the calculated values displayed in the grid and make any necessary adjustments.

Step 7 – Review

The final step provides a complete summary of the pending changes before they are applied.

The review includes:

Employee Contract
Benefit Package
Benefit Item
Assigned Value
Validation Status

Expand individual records to inspect the details of each update.

When satisfied, select Apply to execute the bulk update.

Validation

Throughout the wizard, UNEEVO validates the selected Benefit Packages, Benefit Items, Contracts, and currencies.

If incompatible records or validation errors are detected, the affected records are highlighted and must be corrected before the bulk update can be executed.

No changes are applied while validation issues remain unresolved.

Results

After the update is applied:

Selected employee contracts receive the configured Benefit Package values.
Benefit values are created or updated according to the selected Process Type.
The configured validity period is stored with each update.
Updated values become immediately available within the corresponding employee contracts.
All selected contracts receive consistent Benefit Package information.

Depending on the selected Process Type, existing Benefit Package values may be created, updated, or replaced.

Best Practices

Use filters to target only the intended employee population.
Carefully review the selected Benefit Items before proceeding to the Contracts step.
Verify effective dates to avoid unintended historical or future changes.
Review the validation results before selecting Apply.
When performing large updates, consider testing the process in a non-production environment first.

💡Tip Bulk updates can affect a large number of employee contracts simultaneously. Carefully review the selected contracts, Benefit Items, and configured values before applying the changes.

Important

No employee contract is modified until Apply is selected in the Review step. Until then, the wizard only prepares and validates the updates.

Benefit Types
Benefit Packages
Benefits Catalog
Employee Contracts
Contract Benefit Packages

Contracts - Bulk Update Benefit Packages