Benefits (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Human resources > Common > Benefits > Benefits. In the New group, click Benefit. Select the plan and option and then click Create benefit.
If you are using a version of Microsoft Dynamics AX earlier than Microsoft Dynamics AX 2012 R2, see Benefit elements (form) for information about the benefits form.
Note
This form is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
After you have set up benefit elements, you can use this form to maintain benefits so that you can assign them to workers.
Tasks that use this form
Set up benefits: Use this topic with versions of Microsoft Dynamics AX earlier than AX 2012 R2.
Benefit setup tasks: Use this topic with Microsoft Dynamics AX 2012 R2 or AX 2012 R3 if the Payroll - USA configuration key is selected.
Create a new benefit: Use this topic with Microsoft Dynamics AX 2012 R2 or AX 2012 R3 if the Payroll - USA configuration key is not selected.
Maintain benefit expiration dates: Use this topic with Microsoft Dynamics AX 2012 R3 or with cumulative update 6 for Microsoft Dynamics AX 2012 or a later version of AX 2012 R2.
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Benefit |
Create a benefit. Note If the Payroll - USA configuration key is selected, benefits may be included in the disposable income definitions that are used when garnishment and tax levies are calculated. When you create or delete a benefit, consider whether the disposable income definitions should be updated. For more information, see Garnishment and tax levy setup tasks. |
Benefit elements |
Open the Benefit elements form, where you can maintain benefit types, plans, and options. |
Maintain versions |
Open the Maintain benefit versions form, where you can assign benefit periods to the benefit. For example, you might have a version for each year that the benefit is offered. |
Enrolled workers |
Open the Enrolled workers form, where you can view the workers who are currently enrolled in the benefit. You can also use a filter to view workers who were previously enrolled in the benefit or workers who are signed up for future enrollment. |
Mass benefit enrollment |
Open the Mass benefit enrollment form, where you can enroll multiple workers in the benefit at the same time. |
Mass benefit expiration |
Open the Mass benefit expiration form, where you can take the following actions:
This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 6 for AX 2012 R2. |
Update benefit rates |
Update the benefit rates for the workers who are enrolled in the benefit. If the Rate source field in the Maintain benefits form for a worker is set to Custom, the deduction or contribution and the related basis for the benefit are not updated. Tip The first 10 enrolled workers who have custom rates are displayed in the Payroll details custom rates area of the form. To view all enrolled workers who have custom rates, click &More.... You can also highlight a worker name in this list to view details about the worker, or click the worker name to open the Worker form. This control is available only if the Payroll - USA configuration key is selected and either Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 are installed. It is not available for garnishments or tax levies. |
Create eligibility event |
Create an event that lets you determine which workers are eligible for the selected benefit:
For more information, see Eligibility event details (form). |
Add Remove |
Add an eligibility override or an earning code to this benefit, or remove the selected eligibility override or earning code from this benefit. When you add an eligibility override, the selected worker is eligible for the benefit, even if the eligibility rule determines that the worker is not eligible. When you add an earning code, earnings that are related to the code are used when deductions and contributions for the benefit are calculated for payroll. Note Earning codes are available only when the Payroll - USA configuration key is selected. |
Add all earning codes |
Add all earning codes to this benefit. When you add an earning code, earnings that are related to the code are used when deductions and contributions for the benefit are calculated for payroll. Note This control is available only if the Payroll - USA configuration key is selected. |
Links
Link |
Description |
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&More... |
|
Fields
Field |
Description |
---|---|
Payroll category |
Select a payroll category for the benefit type. Different types of benefits require different payroll settings. The payroll category determines which settings are shown on the Plans page of this form. To simplify setup, settings that do not apply to the payroll category are not available. Note This control is available only if the Payroll - USA configuration key is selected. |
Type Plan Option |
A benefit is a combination of a benefit type, plan, and option:
Benefit plans, types, and options are set up and maintained in the Benefit elements form. |
Effective Expiration |
The effective and expiration dates determine the date range when the benefit is available to workers:
|
Eligibility rules
Field |
Description |
---|---|
Eligibility |
The method that determines which workers are eligible for the benefit:
|
Rule type |
The rule type that is assigned to the benefit. Rule types are created and maintained in the Benefit eligibility policy rule types form. Note This field is available only if the Eligibility field is set to Rule based. |
Eligibility overrides
You might want to enroll an employee in a benefit, even though that employee does not meet the usual eligibility criteria. For example, you might have a negotiated agreement to provide a benefit that is usually available only to managers to a particular non-management worker. When you add the worker to the eligibility override list for the benefit, that worker is eligible for the benefit without regard to any other eligibility criteria.
Field |
Description |
---|---|
Name Personnel number |
The name and personnel number of the worker who has a benefit eligibility override. |
Override start Override end |
The first and last date when the worker is eligible for the benefit based on the override. |
Payroll details
Note
The controls in this table are available only if the Payroll - USA configuration key is selected.
They are not available if the Payroll category field is set to None. For more information, see Benefit elements (form).Fields |
Description |
---|---|
Frequency |
The payroll calculation frequency that is used to determine the pay periods that the selected benefit is calculated in. Payroll calculation frequencies and pay periods are defined in the Payroll calculation frequencies form. |
Basis |
Select the option to use with the value in the Amount or rate field to determine the amount to deduct or contribute for the benefit. The amount is calculated only in the pay periods that are determined by the payroll calculation frequency. Earnings are included in the calculation only when the earning code for the earnings is listed on the Earning basis FastTab, and when the required parameters are set up in the Earning codes form.
Note The value in this field is used as the default value in the Maintain benefits form for each worker who is enrolled in the selected benefit. |
Amount or rate |
Enter the amount or rate to use with the value in the Basis field to determine the amount to deduct or contribute for the benefit.
The value in this field is used as the default value in the Deduction or Contribution field in the Maintain benefits form for each worker who is enrolled in the selected benefit. Note This field is not available when the payroll category that is assigned to the benefit type in the Benefit elements form is Retirement. |
Calculation rate |
The variable rate structure that is used to calculate employer contributions to a retirement plan. Note
|
Earning basis
Note
The controls in this table are available only if the Payroll - USA configuration key is selected.
They are not available if the Payroll category field is set to None. For more information, see Benefit elements (form).Field |
Description |
---|---|
Earning code |
Only earning lines that have an earning code listed here can be included when deductions and contributions for this benefit are calculated. In addition, the Basis setting on the Payroll details FastTab, in combination with the parameter settings in the Earning codes form, are also used to determine whether a specific earnings line is included in the calculation. Caution If the basis is Fixed amount, the earning codes listed here do not affect the amount of the deduction. However, if no earning codes are listed, and if the basis in the Maintain benefits form is changed from Fixed amount to any other value, the calculated deduction for the benefit for that worker would be zero. Therefore, we recommend that you enter appropriate earning codes for every benefit. |
Description |
A description of the earning code. |
Workers’ compensation
Note
The controls in this table are available only if the Payroll - USA configuration key is selected.
They are available only when the payroll category is Workers' compensation. For more information, see Benefit elements (form).Fields |
Description |
---|---|
State |
The state where this workers’ compensation plan applies. A separate workers’ compensation benefit is required for each workers’ compensation plan that your organization subscribes to. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).