Benefit eligibility process

Applies to these Dynamics 365 apps:
Human Resources

This procedure shows how the benefit eligibility process works. When the process is complete you can view the results. The demo data company used to create this procedure is USMF.

  1. Go to Human resources > Benefits > Benefits.
  2. In the list, find and select the desired record.
  3. In the list, select the link in the selected row.
  4. Select Edit.
  5. In the Eligibility field, select Rule based.
  6. In the Rule type field, select the benefit policy rule to apply to the benefit.
  7. On the Action Pane, select Benefit.
  8. Select Create eligibility event.
  9. In the drop-down dialog box, in the Event field, enter a value.
  10. In the Description field, enter a value.
  11. In the Event type field, select Open enrollment.
  12. In the Coverage start date field, enter a date and time.
  13. In the Enrollment period start date field, enter a date and time.
  14. In the Days to enroll field, enter a number.
  15. Select Create event.
  16. On the Workers FastTab, select Add.
  17. In the Show by type field, select Employees.
  18. In the Show by legal entity field, select Current legal entity.
  19. In the list, mark or unmark all rows.
  20. Select OK.
  21. Select Process.
  22. Select OK.
  23. Refresh the page.
  24. Select Show results.
  25. Open the Status column filter.
  26. Sort the column from A to Z.