Control Center - People Management - Others - Benefit Types

Purpose

The Benefit Types configuration allows organizations to define and manage the different categories of benefits that may be provided to employees or external resources.

Benefit Types create a standardized classification for benefits such as Bonus, Education, Health Care, Insurance, Technology, Transportation, and Wellness.

Each Benefit Type can be configured as tenant-wide or associated with specific companies, supporting consistent benefit management across the organization.

Overview

The Benefit Types landing page provides a centralized view of all benefit categories configured in the system.

From this page, users can:

View existing Benefit Types.
Identify the companies associated with each Benefit Type.
Create new Benefit Types.
Open an existing Benefit Type.
Include or exclude deleted records from the list.
Refresh, filter, export, and customize the displayed information.

Access Path

Control Center → People Management → Others → Benefit Types

1. Benefit Types Landing Page

The landing page displays the existing Benefit Types and their company applicability.

Available Actions

Action	Description
Add Benefit Type	Opens the form for creating a new Benefit Type.
Refresh	Reloads the page and displays the most recent information.
Include Deleted	Determines whether deleted Benefit Types are included in the list. The default value is No.
Export	Exports the information displayed in the Benefit Types list.
Columns	Allows users to select which columns are displayed on the landing page.
View	Opens the selected Benefit Type record.
Filter	Filters the records displayed in the corresponding column.
Pagination	Allows users to navigate between result pages.
Items per page	Defines the number of records displayed on each page.

List Columns

Field	Description
Name	Displays the name assigned to the Benefit Type.
Companies	Displays the company or companies for which the Benefit Type is available. Tenant-wide Benefit Types are available across the tenant.

2. Add a Benefit Type

To create a new Benefit Type:

Select Add Benefit Type.
Complete the required information.
Select the applicable company configuration.
Click Save or Save and New.

Field Descriptions

Field	Description
Name (required)	Defines the name of the Benefit Type. The name should clearly identify the benefit category, for example, Health Care, Insurance, or Transportation.
Companies	Defines the organizational scope of the Benefit Type. Select Tenant-Wide to make it available across the tenant or select the applicable company configuration.

Form Actions

Action	Description
Cancel	Closes the form without saving the information entered.
Save and New	Saves the Benefit Type and opens a new blank form, allowing another Benefit Type to be created immediately.
Save	Saves the Benefit Type and closes the creation form.
Close	Closes the form. Unsaved information is not retained.

Best Practices

Use clear and concise names that are easily understood across the organization.
Avoid creating duplicate Benefit Types with similar meanings.
Use Tenant-Wide when the Benefit Type should be shared across all companies.
Create company-specific Benefit Types only when their use must be restricted to particular companies.
Review existing records before creating a new Benefit Type.

Common Errors

Error	Recommended Action
The Benefit Type cannot be saved.	Confirm that the required Name field has been completed.
A Benefit Type is not available for the expected company.	Review the value selected in the Companies field.
A Benefit Type appears to be missing from the list.	Refresh the page, review the applied filters, and set Include Deleted to Yes when appropriate.
Duplicate or similar Benefit Types exist.	Review the current list before creating new records and use consistent naming conventions.

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