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Process life events

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Applies to these Dynamics 365 apps:
Human Resources

During the employee lifecycle in Microsoft Dynamics 365 Human Resources, each employee may encounter various life event changes. For example, marriage, change in employment, or dependent/beneficiary change. To use life events, you must enable life events on the Benefits parameters page, set up life event types, and set up life event options for plan types.

Before you can process life events, you must have already run open enrollment at least once during a hiring time frame. In the United States, open enrollment is typically once per year. Outside the United States, open enrollment may be run at the time of hire. A worker does not need to select a benefit plan in order for life events to be processed, but they need to have been included in open enrollment processing.

Use life event processing when you have workers who have life events that take place on a future date. This event will process all life events that have not been processed (like future life events, or life events that have been added that are not specific to any one worker – one example is a new benefit). Real-time life events are hidden.

For example, if today is February 1, and on February 14 worker Joe Smith is scheduled to change legal entities, if you run life event processing for February 15, the system processes all events up until February 15.

  1. In the Benefits management workspace, under Processing, select Life event processing.

  2. In the Run life event process dialog box, specify values for the following fields:

    Field Description
    Enrollment period The enrollment period to process life events for.
    Legal entity The legal entity to process life events for.
    Life event date The system processes all events during the enrollment period that occur up until this date.
    Worker The worker to process life events for. If you leave this field blank, life events will be processed for all workers.

  3. If you want to run the process in the background, select Run in the background and do the following tasks:

    1. Enter information for the process.

    2. To set up a recurring job, select Recurrence, enter the recurrence information, and the select OK.

    3. To set up a job alert, select Alerts, select the alerts to receive, and then select OK.

    4. Select OK. The process will run with the parameters you set.

  4. Select OK.