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Finance | Project Operations, Human Resources, ...
Suggested answer

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

Posted on by 30

Hi,

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

pastedimage1623236202572v1.png

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

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

    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!

  • Man_bhat Profile Picture
    Man_bhat 30 on at
    RE: D365-HR Employees can enroll in Benefit plans outside the enrollment window

    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

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

    Hi Manisha,

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

    Thanks

  • Man_bhat Profile Picture
    Man_bhat 30 on at
    RE: D365-HR Employees can enroll in Benefit plans outside the enrollment window

    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. 

    pastedimage1623398147913v1.png

    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

  • Suggested answer
    RE: D365-HR Employees can enroll in Benefit plans outside the enrollment window

    Hello Manisha,

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

    pastedimage1623393882808v1.png

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