Enroll and remove benefits from workers

Applies to these Dynamics 365 apps:
Human Resources

This procedure shows how to enroll a single worker in one or more benefits, as well as enrolling multiple workers in a benefit. The demo data company used to create this procedure is USMF.

Enroll a single worker in benefits

1. Go to Human resources > Workers > Employees.
2. In the list, find and select the desired record.
3. Click Benefits.
4. Click New.
5. In the Benefit field, enter or select a value.
6. In the Coverage start date field, enter a date and time.
7. In the Coverage end date field, enter a date and time.
8. Expand the Beneficiaries section if beneficiaries need to be added to the benefit. You can also add dependents from this page if applicable to the benefit.
9. You can also edit the details of a benefit enrollment or delete an enrollment on this page. When you have finished making changes to the benefit enrollment, close the page.

Enroll multiple workers in a benefit

1. Close the page.
2. Go to Human resources > Workers > Employees.
3. In the list, mark the selected row.
4. In the list, find and select the desired record.
5. In the list, find and select the desired record.
6. Click Enroll in benefits.
7. In the Benefit field, enter or select a value.
8. In the Coverage start date field, enter a date and time.
9. In the Coverage end date field, enter a date and time.
10. Click Enroll.
11. Close the page.
12. Go to Human resources > Benefits > Enrollment > Benefit enrollment results.
13. Find the benefit results record that you are looking for.
14. In the list, click the link in the selected row.
15. This page allows you to view which employees have been enrolled in the benefit, as well as any employees who were not enrolled.