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Create a new benefit

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Applies to these Dynamics 365 apps:
Human Resources

This task will show you how to create benefit elements which will be used when creating a new benefit. The demo data company used to create this task is USMF. This task is intended for a Compensation and Benefits manager.

Create benefit elements

  1. Go to Human resources > Benefits > Setup > Benefit elements.

  2. Select New.

  3. In the Type field, enter the name of the type of benefit that you're creating.

  4. In the Description field, enter a value.

  5. In the Concurrent enrollment field, select an option.

    To restrict employees' ability to enroll in multiple medical plans, select One enrollment per type.

  6. In the Payroll category field, select an option.

  7. On the Plans tab, select New.

  8. In the Plan field, enter a value.

  9. In the Description field, enter a value.

  10. In the Type field, enter or select a value.

  11. In the Payroll impact field, select an option.

  12. Select Save.

Create a benefit

  1. Go to Human resources > Benefits > Benefits.
  2. Select New.
  3. In the drop-down dialog box, in the Plan field, enter or select a value.
  4. In the Option field, enter or select a value.
  5. In the Effective field, enter a date and time.
  6. Select Create benefit.