Finance | Project Operations, Human Resources, ...

D365-HR Employees can enroll in Benefit plans outside the enrollment window

(0) Share

Report

Posted on by Man_bhat

Hi,

Following is the setup for periods in Benefit Management. For Period - 2021 enrollment period was October-December 2020.

Benefit plans are assigned the above period. I ran the enrollment eligibility processing for period 2021 and the employees are able to select plans via ESS and the plans can also be confirmed as of today. Is this the correct behavior? If the enrollment window was last year, should the employees be able to select the plan in June ?

Kind Regards!

Manisha Bhat

I have the same question (0)

All responses (5)

Answers (0)

Sort by

Suggested answer

Alexandra Socea Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!

Hello Manisha,

Does this happen for all user or just new hires? Do you have anything on the eligibility rules under new hire?

Was this reply helpful? Yes No
Man_bhat 30 on at

Like
a
(0)

Report
Copy link

Link copied!

Hi Alexandra,

This is true for all existing employees and also for new hires. New hire eligible is set to "No".

I am using the trial environment. After running the enrollment eligibility processing for any existing employee, I can log into ESS as that employee and can select the eligible plans. The selection can be confirmed. Please see the screen shot below.

I am able to enroll the employee in Dental plan today even though the enrollment period was October- December 2020.

How do I ensure enrollment is restricted only during open enrollment window?

Kind Regards!

Manisha Bhat

Kind Regards!

Manisha Bhat

Was this reply helpful? Yes No
Alexandra Socea Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!

Hi Manisha,

Can you open a support incident for us to look closer at this?

Thanks

Was this reply helpful? Yes No
Man_bhat 30 on at

Like
a
(0)

Report
Copy link

Link copied!

Hi Alexandra,

Thanks for coming back on this. I have identified this issue on my Trial environment. What is the process to raise support incidents for Trial environment?

Kind Regards!

Manisha Bhat

Was this reply helpful? Yes No
Alexandra Socea Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!

Hello Manisha,

You can read about the support overview in this documentation: Support for Microsoft Power Platform and customer engagement apps in Dynamics 365 - Power Platform | Microsoft Docs

Hope it helps!

Was this reply helpful? Yes No