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Process enrollment eligibility

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Applies to these Dynamics 365 apps:
Human Resources

This article explains how to run the enrollment eligibility process.

  1. In the Benefits management workspace, under Processing, select Enrollment eligibility processing.

  2. In the Run benefit enrollment eligibility process dialog box, specify values for the following fields:

    Field Description
    Enrollment period The enrollment period to process enrollment eligibility for.
    Legal entity The legal entity to process enrollment eligibility for.
    Worker The worker to process enrollment eligibility for. If you leave this field blank, enrollment eligibility will be processed for all workers.
    Benefit plan The benefit plan to process enrollment eligibility for.

  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.

View Process Results

This article explains how to view eligibility process results.

  1. In the Benefits management workspace, under Processing, select Process results.
  2. In the Process results page, the following fields are specified:
Field Description
Process ID The unique ID for the combination of Worker, Legal entity, and process run.
Process type This identifies the process that was run. For example: Enrollment.
Time stamp The time that the eligibility process was run.
Legal entity The legal entity specified during the enrollment process.
Worker The worker who was processed.
**Plan The Benefit plan that enrollment was attempted for.
Eligibility rule The eligibility rule that was processed. If an error was encountered before eligibility was run, this will be blank. For example: If compensation hasn't been defined for a worker, the eligibility process won't run, and this field will be left blank.
Result status This will be Eligible or Ineligible. The result status will be Ineligible if the worker didn’t meet the eligibility rule criteria, if the worker is missing required information such as a pay frequency or fixed compensation, or if there is information missing on the benefit plan that prevents workers from being enrolled.
Result message Indicates why a worker is ineligible for a benefit plan or if the eligibility rule passed.