Edit

Share via

Create worker benefit plans

  • Article

Applies to these Dynamics 365 apps:
Human Resources

You can create worker benefit plans in Microsoft Dynamics 365 Human Resources to select benefit plans for employees and to confirm benefit plan selections. Typically, employees select benefit plans themselves by using Employee self service, and then a benefits administrator confirms the selections.

  1. In the Benefits management workspace, under Plans, select Worker benefit plans.

  2. Select New.

  3. Specify values for the following fields:

    Field Description
    Period Specifies a benefits period to use to filter the plans in the Plans FastTab. Filter the plans to help you select a subset of all the plan records so that you can confirm the subset. For example, select a period you created called 2015 to confirm all the benefit enrollment selections for 2015.
    Worker Specifies a worker to use to filter the plans in the Plans FastTab. Filter the plans to help you select a subset of all the plan records so that you can confirm the subset.
    Legal entity Specifies a legal entity to use to filter the plans in the Plans FastTab. Filter the plans to help you select a subset of all the plan records so that you can confirm the subset.
    Coverage option Specifies a coverage option to use to filter the plans in the Plans FastTab. Filter the plans to help you select a subset of all the plan records so that you can confirm the subset.
    Default Filters the benefit plans based on whether they are a default plan. Filter the plans to help you select a subset of all the plan records so that you can confirm the subset.
    Status Filters benefit plans based on their status. Filter the plans to help you select a subset of all the plan records so that you can confirm the subset.
    Confirmation Specifies the confirmation status to use to filter the plans in the Plans FastTab. Filter the plans to help you select a subset of all the plan records so that you can confirm the subset.
    Cancellation Specifies the cancellation status to use to filter the plans in the Plans FastTab. Filter the plans to help you select a subset of all the plan records so that you can confirm the subset.
    Effective date filter Filters the plans based on whether they’re expired, active, or will be active in the future. Select the checkboxes that correspond to the plans you want to see in the Plans fast tab.
    Plans The Plans FastTab contains the plans that meet the filter criteria you specified. The relevant configuration options that were set by HR staff and the enrollment selections that were chosen by employees are included on each line. The Qualified field specifies whether there is a validation conflict with the plan selection.

  4. Select Save.