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Finance | Project Operations, Human Resources, ...
Answered

Benefit Management - Enroll multiple workers in a benefit

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Posted on by

Hi, 

I need help once more :) As per Microsoft documentation, multiple workers can be enrolled in Benefit plan following steps described in the link https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-benefits-enroll-workers (select Workers - Click Enroll in benefits - Enter Coverage dates and Enroll). I don't have these options. On Benefit tab I only have Benefit enrollment results and greyed out Worker Benefit plans.

Screenshot-2022_2D00_01_2D00_26-162525.png

Tnx!

I have the same question (0)
  • Verified answer
    huijij Profile Picture
    19,811 on at

    Hi zzecevic,

    You can Click Enroll in benefits in the Employees form:

    _5563B783_.PNG

  • zzecevic Profile Picture
    on at

    Hi, Judy. Thats is the problem, I don't have that option/buttom. I can enroll one by one worker or all workers through Benefit Management page. But I want to select multiple workers and then add enroll them in benefit.

    2627.png 0160.png

  • Verified answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Hi zzecevic,

    I do have the same problem with my environment. When I took into another environment then I see Enroll in Benefits available.

    pastedimage1643274908849v1.png

    I checked the feature management and feature: Benefits management is not enabled in the environment and I can see Enroll in Benefits option.

    If feature: Benefits management is enabled in the environment then I cannot see Enroll in Benefits option. Also, If  Benefits management is enabled then you cannot disable.

  • zzecevic Profile Picture
    on at

    Tnx Parag. I assumed this was the problem...

  • Wing Ki Lam Profile Picture
    12 on at

    Does anyone know how I can manually enroll one or multiple employees in benefits with the Benefits Management feature enabled?

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