Simplify managing employee benefit elections

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.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Jan 30, 2023	-

Business value

This feature simplifies benefit administrators’ experience by adding various data pivots, optimizing the data organization on the page, adding the ability to make quick bulk validations and actions. Benefit administrators will also be able to compare employee benefit plan selections to help reduce the time spent validating selections as part of the approval process.

Feature details

Manage multiple benefit elections

Benefit administrators can quickly apply filters and groupings based on period, plans, plan types, program, bundles, plan validity, and status to select the desired records and then take bulk actions on the selected records. They can easily navigate through the selected list of records and access related information regarding enrollment, life events, dependents, beneficiaries, and cost. To make your experience smooth, the new page provides optimized screen space. Email notifications can be sent to workers from the bulk update page. Administrators can identify which plan records have changed since the previous period and select those plans for further validation.

Compare benefit selections

This feature provides the ability to make quick validations by capturing changes in the benefit plan selections, coverage options, coverage amounts, or dependents. Administrators can easily select the employee's changes and validate their selection by comparing the data against previous period or point-in-time data. Administrators can also compare employee plan selection between two benefit periods, or between two time spans within the same period—for example, before and after life event selections. Notifications can be sent to employees if needed based on the outcome of the validation.

Prorate benefit plan contributions

This feature provides a configuration option to enable proration of employee contribution amounts per available pay periods. The maximum annual contribution amount is prorated in the available pay periods for the employee. The feature supports proration of contribution amounts for the available pay periods within a defined benefit period. Configure pay cycles to allow for proration of contributions.

See also

Benefit bulk update page (docs)