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Configure life event types

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Dynamics 365 Human Resources uses Life event types to define events where it is valid to update employee benefits enrollment, such as getting married or having a child. Each life event type ID may only be associated with one life event type. For example, if you create a Life event ID called Address change that is associated with the life event type Employee address change, you can’t create another ID labeled Employee address change and associate it with the life event type Employee address change. If a life event type isn't associated with a plan type, the life event type won't trigger a life event. For more information, see Create plan types.

Create a life event type

  1. In the Benefits management workspace, under Setup, select Life event types.

  2. Select New.

  3. Specify values for the following fields:

    Field Description
    Life event type ID The life event type unique identifier.
    Description A description of the life event type.
    Life event type A catalyst to updating an employee’s benefits enrollment. For a list of life events, see Life events below.

  4. Select Save.

View attached plans

You can see a list of plans that are attached to the selected Life event type. Life events are attached to a plan type, and plan types are associated with a plan.

  1. In the Benefits management workspace, under Setup, select Life event types.

  2. Select Actions.

  3. Select Attached plans.

Life events

You can choose from the following life events when you create a life event type:

Life event Location Trigger
Marital status change Worker > Profile > Personal information > Marital status Change in marital status
Employment status change Worker > Employment > Employment history page For a worker with an existing employment detail, creating a new employment detail with a different employment status will trigger a life event. Updating an existing employment detail with a different employment status will also trigger a life event.
Employee address change Worker > Profile > Addresses
  • Worker > Personal information > Personal contacts > Address
    		•  Change in address. Address must be Primary to trigger a life event.
    Dependent change
    • Worker > Profile > Personal information > Personal contacts/li>
    • Employee self service
    		 Add a personal contact specifying them as a dependent and defining Valid from. Update a personal contact’s dependent Valid to information. The personal contact relationship must be child, spouse, domestic partner, or ex-spouse.
    Birth or Adoption (dependent)
    • Worker > Profile > Personal information > Personal contacts
    • Employee self service > Edit personal details > Personal contacts
    		 Birth date or Adoption date are added or updated. The Birth date of the child is required.
    Loss of coverage (Spouse / domestic partner) Worker > Profile > Personal information > Personal contacts > Dependent details > Loss of coverage Loss of coverage selected for a personal contact, along with Effective date
    Domestic partner employment change Worker > Profile > Personal information > Personal contacts > Dependent details > Employed Creating a personal contact and setting Employed to Yes. Updating a personal contact and changing Employed.
    Leave of absence (Spouse/domestic partner) Worker > Profile > Personal information > Personal contacts > Dependent details > Leave of absence Personal contact created and Leave of absence effective date is defined. Personal contact Leave of absence is updated. Personal contact Leave of absence effective date is updated.
    Change in coverage (Position)
    • Worker > Position Assignment > Worker position assignments
    • Positions > Positions
    		 Change to the position in the worker position assignment records. Change of the worker assignment in the position.
    Change in coverage (salary)
    • Worker > Compensation > Fixed plan
    • Worker > Personal information > Benefits annual salary
    		 If Benefits management > Human resources shared parameters > Benefits > Benefits annual salary isn't enabled, updating Worker > Compensation > Fixed plan will create a life event. If Benefits management > Human resources shared parameters > Benefits > Benefits annual salary is enabled, updating Worker > Personal Information > Benefits annual salary will create a life event.
    Medicare (Employee / dependent) Worker > Profile > Personal information > Personal contacts > Dependent details > Medicare effective date Adding or updating Medicare effective date for a personal contact creates this life event.
    Court ordered support Worker > Profile > Personal information > Personal contacts > Dependent > Court ordered support (QMSCO/QDRO) and effective dates When creating a personal contact, a life event will be created if Court ordered support is Yes. Updating Court ordered support or Court ordered expiration date will also trigger a life event.
    Deceased Worker > Profile > Personal information > Deceased date A Deceased date is entered or updated.
    Evidence of insurance Worker > Worker > Versions > Employment history > Date manager > Benefit details Evidence of insurability is set to Yes. Evidence of insurability verification date is defined.
    Beneficiary Worker > Profile > Personal information > Personal contacts A personal contact is added and the Beneficiary and Effective date fields are populated. The personal contact must be of type Child, Spouse, DomesticPartner, Sibling, FamilyContact, OtherContact, or Parent.
    Employee Medicare Worker > Worker > Versions > Employment history > Date manager > Benefit details Medicare eligible is set to Yes. Medicare eligibility date is changed.
    Birthday Benefits management > Life event change processing These life events are created from Life event change processing. The process analyzes the chosen period and legal entity and finds associated workers. It calculates their last birthday and creates a birthday life event if one hasn't already been created.
    Worker eligibility change (not US-specific)
    • Worker > Employment
    • Worker > Worker > Versions > Employment history
    		 Creates a life event when:
    • Creating a new employment, and there's a previous employment, and the worker type changes.
    • Creating a new employment detail, and there's a previous employment detail, and the employment type or employment category changes.
    • Updating an employment record and a different worker type is defined.
    • Updating an employment detail record and a different employment type or category is specified.
    New eligibility override (not US-specific) Human resources advanced > Benefits > Plans > Benefits > Eligibility rule override Using Life event processing
    Creating a new benefit plan eligibility override for a worker triggers this life event.
    BenefitEligibilityRuleOverride.ValidFrom.
    Eligibility rule override change (not US-specific) Human resources advanced > Benefits > Plans > Benefits > Eligibility rule override Updating Valid from or Valid to on a benefit plan eligibility override triggers this life event.
    Eligibility rule override expiration (not US-specific) Benefits management > Life event change processing These life events are created from Life event change processing. The process analyzes the chosen period and legal entity and finds associated benefit plan eligibility overrides. It creates life events if the overrides have expired.
    New benefit plan (not US-specific) Human resources advanced > Benefits > Plans > New Eligibility options are added to a current plan. A new plan with eligibility options attached is added.

    HR personnel should run Life event eligibility processing in this instance.
    Eligibility rule change (not US-specific) Benefits management > Eligibility rules Using Life event eligibility processing. Logged when BenefitEligibilityRule records have the following values changed: UseEmplCategory, UseEmplStatus, or UseEmplType. Only updates life event transactions that already exist for a changed rule or eligibility criteria.