Control Center - People Management – Others – Benefits Catalog

Purpose

The Benefits Catalog allows organizations to define and manage the individual benefits that may be offered to employees or external resources.

Each benefit can be classified by Benefit Type, associated with specific companies and suppliers, and controlled through an effective start and end date.

Examples include Bonus, Car Allowance, and Insurance.

Overview

The Benefits Catalog landing page provides a centralized view of all benefits configured in the system.

From this page, users can:

View existing benefits.
Identify the Benefit Type assigned to each benefit.
Review benefit descriptions and statuses.
Create new benefits.
Open an existing benefit.
Include or exclude deleted records.
Refresh, filter, export, and customize the displayed information.

Access Path

Control Center → People Management → Others → Benefits Catalog

1. Benefits Catalog Landing Page

The landing page displays the benefits configured in the system and their current status.

Available Actions

Action	Description
Add Benefit	Opens the form for creating a new benefit.
Refresh	Reloads the page and displays the most recent information.
Include Deleted	Determines whether deleted benefits are included in the list. The default value is No.
Export	Exports the information displayed in the Benefits Catalog.
Columns	Allows users to select which columns are displayed on the landing page.
View	Opens the selected benefit 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	Displays the Benefit Type used to classify the benefit, such as Bonus, Transportation, or Insurance.
Description	Provides additional information about the benefit.
Status	Displays the current status of the benefit, such as Active.

2. Add a Benefit

To create a new benefit:

Select Add Benefit.
Complete the required information.
Define the applicable companies, Benefit Type, suppliers, and effective dates.
Click Save or Save and New.

Field Descriptions

Field	Description
Status	Displays the current status of the benefit. New benefits are created with the Active status.
Name (required)	Defines the name of the benefit. The name should clearly identify the benefit offered.
Description	Provides additional details about the purpose or characteristics of the benefit.
Companies	Defines the organizational scope of the benefit. Select Tenant-Wide to make it available across the tenant or select the applicable company configuration.
Type (required)	Classifies the benefit according to one of the Benefit Types previously configured in the system.
Suppliers	Identifies the supplier or suppliers associated with the provision of the benefit.
Start Date (required)	Defines the date and time from which the benefit becomes effective.
End Date	Defines the date and time until which the benefit remains effective. An unlimited end date indicates that the benefit has no predefined expiration date.

Form Actions

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

Best Practices

Use clear and concise names that make each benefit easy to identify.
Select the correct Benefit Type to ensure consistent benefit classification.
Avoid creating duplicate benefits with similar purposes.
Use Tenant-Wide only when the benefit should be available across all companies.
Associate the relevant supplier whenever the benefit is provided by an external organization.
Review the effective dates before saving the benefit.
Use the End Date when the benefit is only available for a limited period.

Common Errors

Error	Recommended Action
The benefit cannot be saved.	Confirm that the required Name, Type, and Start Date fields have been completed.
The expected Benefit Type is not available.	Confirm that the required record has been created in Benefit Types and is available for the selected company scope.
A benefit is not available for the expected company.	Review the value selected in the Companies field.
A benefit is no longer active when expected.	Review its Start Date, End Date, and current status.
A benefit 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 benefits exist.	Review the current catalog before creating a new benefit and apply consistent naming conventions.

People Management – Others – Benefit Types
People Management – Benefit Packages
People Management – People
People Management – Contracts
People Management – Salary Policies