*Optional* Benefits Package Cleanup Instructions
Updating Your New Benefits Packages After Migration
As part of the transition from Compensation Plans to the new Benefits Packages structure, you may notice that multiple packages were migrated with similar names but different codes. This is expected, and a quick cleanup will ensure your district’s data is accurate and easy to maintain moving forward.
This guide will walk you through how to review, clean up, and properly associate your new Benefits Packages with jobs in your configuration workspace.
1. Review Your Migrated Benefits Packages (specific to each fiscal year)
Navigate to your Benefits Packages in the configuration area. (Configuration->Pay-> Benefits Packages).
During migration, all of your historical compensation plan benefits were brought over—this means:
You may see several packages with the same or similar names.
Some packages may differ only by code.
You may not need many of these separate packages anymore.
Take a moment to review each package so you understand what it contains and whether it is still needed.
Packages are not specific to a fiscal year, but the benefits inside the package are
2. Archive Packages You No Longer Need
To avoid confusion and keep your workspace clean, you should archive any redundant or unused packages.
You may decide to archive a package if:
It contains outdated benefit values
It is a duplicate of another package
It is not associated with any job
It exists only because of how the old compensation plan split benefits
Archiving does not delete historical data—your past plans and records remain intact. Archived packages can be restored at any time.
How to Archive Benefits Packages
Users can Archive Benefits Packages. Archived packages will live in the Archived Benefits Packages page and can be restored at anytime. Follow the steps below to archive a benefits package.
From the All Budgets tab, select Configuration.
Select Pay.
From Pay, select Benefits Packages.
Navigate to the package you would like to archive and select the ellipsis button.
Select Archive package.
A flash message will display, and you will select Archive Package to move the package to the archive table.
How to Restore an Archived Benefits Package:
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.
Navigate to the package and select the return button
A flash message will display, and you will select Restore Benefits Package to make the package active again.
3. Choose a Benefits Package for Each Job
After cleanup, you may end up with fewer Benefit Packages. Next, you’ll need to decide which Benefits Package each Job should use going forward.
Some Jobs may have used different groupings previously. Now is a good time to standardize or consolidate them as needed.
In the Jobs configuration workspace:
Review each of your Jobs
Update your Jobs, via upload, and associate each with a Benefits Package. (Configuration-> Staffing-> Jobs. Review Jobs.
4. (Future Planning) Begin Associating Individual Benefits With Each Package
In the Future Planning section of the application, you will be able to further refine your setup by linking specific benefits (such as health insurance, retirement contributions, HSA amounts, etc.) directly to your Packages.
This will allow you to:
Calibrate benefit costs more accurately
Adjust packages annually as benefit costs change
Keep job-level benefit assumptions consistent and transparent
Streamline your forecasting and budgeting processes
Users can add benefits to a Benefit Package via the Pay and Benefit Budget Proposal. Follow the steps below 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.
Need help? Contact PowerSchool Support
Log in to Allovue as you currently do. However, to ensure you have the proper access to our community for that module, you must start in the Allovue module (Allocate, Manage, or Budget).
Select Help on the top right menu bar and select PowerSchool Community from the dropdown.
Create and Manage Support Cases
You can connect with a live support agent via the PowerSchool Assistant directly on the product page in the Community. Additionally, you can create new cases and view your open and resolved cases through the Case Portal.
You may also email support@powerschool.com to connect with a customer support agent.