Benefits Packages
A benefits package is a collection of non-wage compensation, such as health insurance, retirement plans, and paid time off, that employers provide to employees in addition to their salary. Previously, Allovue offered Compensation Plans, and we will be migrating compensation data (if configured) to a new feature called Benefits Packages:
Why the change:
With the addition of Compensation Plans, we introduced a 1:1 element of compensation plans to vacancy pays and benefits. This has caused users to create too many compensation plans to manage vacant amounts. We will introduce the concept of Benefits Packages.
What is changing:
Allovue will migrate any existing Compensation Plans to a corresponding new Benefits Package. Once complete, Compensation Plans will be removed from the user interface.
Allovue will migrate each Vacancy Benefit to associate with the correct Benefits Package. Once complete, Vacancy Benefits will be removed from the user interface.
Allovue will rename Salaries to Employee Salaries.
Allovue will rename Benefits to Employee Benefits.
Allovue will rename Vacancy Pays to Vacant Job Pays.
Vacant Job Pays are now associated with Jobs.
Allovue will now associate Jobs with Benefits Packages.
How to Configure Benefits Packages:
You must be an admin user to access the Configuration menu.
From the All Budgets tab, select Configuration.
Select Pay.
From Pay, select Benefits Packages.
Select Create Benefits Package.
Enter the Benefits Package Code.
Enter the Benefits Package Name
Select Save.
Once created, benefits packages can be edited or archived. To edit an existing benefit package, navigate to the desired benefit package and select the ellipses. Select Edit Package to modify the Benefits Package Name.
You will not be able to modify the code of a benefits package, only the name
Archived Benefits Packages
Users can also Archive Benefits Packages. Archived packages will live in the Archived Benefits Packages page and can be restored in the user interface. To restore an archived benefits package, follow the steps below:
From the All Budgets tab, select Configuration.
Select Pay.
From Pay, select Benefits Packages.
Select Archived Benefit Packages.
Enter the Benefits Package Code.
Enter the Benefits Package Name
Select Save.
Once Benefits Packages have been configured by an administrator, you can associate Benefits with the package via upload or through a proposal. Both options are outlined below:
Upload Benefits to a Benefits Package:
Add Benefits to Benefits Packages via Proposals Page
Administrators should use this option if they need to add multiple pay and benefits changes to a single proposal.
From Future, select Budget Proposals.
Select Pays and Benefits Proposal as the Proposal Type.
Enter the Proposal Title
Enter Proposal Justification (optional field).
Select Create Proposal.
From the proposal, select the Benefits Packages tab.
Select Upload Benefits.
Download the CSV and Modify as necessary.
Drag and drop the CSV to Allovue.
Map the fields as necessary.
Select Review and Confirm.
If errors are present, select I understand some rows will be ignored, continue anyway.
Records without errors present will be added to Allovue.
Select View Benefits to view benefits added
Select Download Error Records CSV to review the errors in your file.
You must be an admin or “All Budgets” user to access Pay and Benefits proposal types. Proposals will need to be approved in order to be applied to the scenario budget.
Add Benefits to Benefits Packages via Pay and Benefits Menu
Administrators should use this option if they need to only add or change benefits in a single proposal.
From Future, select Pay and Benefits.
Select Benefits Packages.
Select Upload Benefits.
Select an existing Pay and Benefits proposal or select Add New Proposal. .
Enter the Proposal Title.
Enter Proposal Justification (optional field).
Select Create Proposal.
From the proposal, select the Benefits Packages tab.
Select Upload Benefits.
Download the CSV and Modify as necessary.
Drag and drop the CSV to Allovue.
Map the fields as necessary.
Select Review and Confirm.
If errors are present, select I understand some rows will be ignored, continue anyway.
Records without errors present will be added to Allovue.
Select View Benefits to view benefits added
Select Download Error Records CSV to review the errors in your file.
Explanation of Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Benefit Code | Include the code of an existing Benefit to update it. If left blank, a new benefit will be created. | Alphanumeric | e123hg6 |
Benefits Package Code Required | Unique code for the Benefits Package | Characters | abc123 |
Fiscal Year Required | Fiscal Year for the Benefit | Integer | 2024 |
Segment Code Required | The Segment Code used for this benefit | Characters | 1234 |
Benefit Type Required | The benefit type: code and/or description | Characters | salary |
Pay Basis Required | One of: 'percent' or 'flat' | Characters | flat |
Amount Required | The flat amount paid or a percentage as a decimal | Decimal | 0.15 |
Upload Validations
Benefits can only be associated with a single Benefits Package.
A Benefits Package must exist before benefits can be associated with it.
Benefits Packages Names/Codes cannot be updated via an upload.
To update a benefit package name, visit the Configuration space.
Benefit Package Codes cannot be updated.
A Benefits Package must be Active in order for users to upload Benefits.
If a package is not active, users should receive the following message: ‘This package is not Active. Please restore Benefits Package in your Configuration space in order to upload Benefits.’