Benefits management workspace
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Human Resources. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Apr 1, 2021 |
To be announced |
Business value
To streamline the benefits process, the benefits administrator must be aware of any action items that need to be completed, such as new hires who have benefits to process and confirm or qualifying life event changes that need to be recorded. The Benefits management workspace will provide the benefits administrator a single experience to see items that need to be acted upon or to track the enrollment progress for a single employee or groups of employees.
Feature details
The Benefits management workspace will provide the following capabilities to drill down on, based on specific views:
- Employees with unconfirmed selections
- New hires not enrolled
- Employees with no plans selected during open enrollment
- Open life events
- Future life events
- Employees enrolled in benefits
Views will be based on a selected enrollment period.
Quick tiles and snapshots provide the ability to look at the most important views. Selecting a tile navigates to a filtered view with relevant records.
Processing results is now a tab of its own, along with the Links tab in this view.