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Where to view benefits chosen by employees from their self-service

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Posted on by F.Mogheth

I am researching the benefits by creating a list that should be visible in the employee´s sefl service.
Once these multiple benefits are available in the self service, a team member (emplyee) clicks/chooses the ones they want.

Where can I view these activities in bulk (As the HR) for review and approval? Will it show in the direct manager´s dashboard (personnel management - approvals) or it is viewable in a central page/list for the HR department to check and process (Automatic flow?)

Thank you

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KRad 157 on at

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Hi,

Once the employee enrollment eligibility is processed and employees are made eligible. The employee can have the eligible benefits on Employee Self Service - shopping cart experience.

From a HR perspective the overview of can be found in the Benefits management workspace>Worker benefit plans bulk update

This screen a bit tricky, if you look at the table highlighted in the screenshot below - it will display all employee and benefits combination

The HR can process the eligible employees to waive or confirm.

Thanks,
Kamal Radhakrishnaiah | Lead Consultant - FourVision
My blog about D365HR

Please mark as verified if it answers your question

This post is my own opinion and does not reflect the opinion of any organization or person.

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Aneeq 203 on at

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Hey Farouk.

You can also select a plan by going to Benefits Management -> Benefits Plan -> Select an appropriate Plan -> Click on 'Enrolled Workers' on top left corner. This would ultimately take you to where Kamal had pointed our where you can see all employees that are enrolled in a specific plan. On that note, you would have to have a approval workflow in place to see who is waiting for an approval which i am assuming you must have already.

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