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Deliver employee benefits program

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Applies to these Dynamics 365 apps:
Human Resources

This article explains 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 the Benefits list page.
  2. Click New.
  3. In the Type field, Enter the name of the type of benefit you are creating..
  4. In the Description field, type 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. Click the Plans tab.
  8. Click New.
  9. In the Plan field, type a value.
  10. In the Description field, type a value.
  11. In the Type field, click the drop-down button to open the lookup.
  12. In the list, find and select the desired record.
  13. In the list, click the link in the selected row.
  14. In the Payroll impact field, select an option.
  15. Click the Options tab.
  16. Click New.
  17. In the Option field, type a value.
  18. In the Description field, type a value.

Create a benefit

  1. Close the page.
  2. Go to Human resources > Benefits > Benefits.
  3. Click New to open the drop dialog.
  4. In the Plan field, click the drop-down button to open the lookup.
  5. In the list, find and select the desired record.
  6. In the list, click the link in the selected row.
  7. In the Option field, click the drop-down button to open the lookup.
  8. In the list, find and select the desired record.
  9. In the list, click the link in the selected row.
  10. In the Effective field, enter a date and time.
  11. Click Create benefit.
  12. Toggle the expansion of the Payroll details section.
  13. In the Frequency field, click the drop-down button to open the lookup.
  14. In the list, find and select the desired record.
  15. In the list, click the link in the selected row.
  16. In the Basis field, select an option.
  17. In the Amount or rate field, enter a number.